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We Offer Business Practice Consultation!
Are you looking to fine-tune your practice? Look here for an explanation of our consultation process.

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Sample of the Practice Tools Assessment
See a sample of our PracticeTools™ assessment
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Business and Life Coaching

Content in brief:

  1. One on one coaching
  2. How balanced is your professional life?
  3. Why work with a Coach?
  4. How do I find the right coach?
  5. How does coaching work?
  6. Is the coaching confidential?
  7. Seminars and Workshops
  8. Partnerships?
  9. Discovering Your Personal Blocks Test
  10. How to find out more?

One on one coaching

At ACT we coach wholesalers to a greater level of success.

How balanced is your professional life?

Could you benefit from coaching? Take this quick test to find out! Within each of the following eight areas, chose the number that best represents your level of satisfaction in that area of your life ("7" = Completely satisfied; "1" = Completely dissatisfied):

Balance Wheel 

Now, imagine the numbers you chose connecting to form a wheel. The rounder the wheel, the more balanced your life. Imagine how your car would travel if the wheels were in this shape! Are you content with the balance? If not, we can help. We work with individuals who desire growth, success, and balance in their lives. Print this page if you would like to do this test on paper.

Why work with a Coach?

Wholesalers use coaching to:

  • Clarify vision
  • Achieve goals
  • Maximizing success
  • Live a more fulfilling life

How do I find the right coach?

Coaching is a dynamic relationship. The professional sets the direction and the content. The coach provides focus, accountability and coaching expertise. The results are powerful. You can pick from our main group of coaches by reading their bios and requesting an appointment, or you may contact us and we will match you with the best coach. We encourage you to experience coaching first hand by contacting us for a 30 minute complimentary coaching session.

How does coaching work?

You and your coach set up a schedule to meet either in person or over the phone. Coaching sessions are generally 30 minutes to two hours, every one to two weeks. We urge our clients to set a schedule that works best for them. Coaching length is determined by each client, but we find that executives who sustain motivation and success develop long term coaching relationships.

Is the coaching confidential?

Our services are 100% confidential. This allows you to explore issues and ideas with complete protection and freedom.

Seminars and workshops?

We offer various courses that would be appropriate for Wholesalers. Topics include, but are not limited to:

  • Building Client Loyalty
  • Coaching the Sale
  • Conflict Management
  • Confidence and Tenacity
  • Dealing with Change and Transition
  • Presentation Skills
  • Effective Teams
  • DiSC® Assessment and Use in Sales
  • Time Management
  • Dealing with Difficult Advisors
  • Life Balance

All workshops could be tailored from 1 – 6 hours in length.

Partnerships?

We work with various wholesaling companies to maximize your exposure to top advisors. Please contact us at info@advantagecoaching.com to discuss the possibilities.

Discovering Your Personal Blocks Test

Have you worked through these common blocks to achieving your full potential? On a scale of 1-7 with "7" being the highest, rate yourself on how much you struggle with each of these issues:

Fear of failure
Fear of success
Procrastination
Relating and building rapport
Negative self-image
Time management skills
Perfectionism
Assertiveness

Organizational skills
Stagnation in habits
Anger
Follow-through
Balancing work life and home life
Self-Discipline
Knowing what you want
Self-confidence

Total:

If your total score is over 32 or any one score is over 3, you may be inhibited from achieving your maximum level of success.

We specialize in working with your core issues in a way that brings out your strengths and helps you to perform at your best. Using a positive approach, we focus on target performance and strategic actions to produce change that leaves people feeling capable and good about themselves.

How to find out more?

To find out more about how our coaching can assist you and to set up a complimentary coaching session, contact us.

Testimonials

I have worked with ACT for the past several years and have learned skills, and have been introduced to using tools that have completely changed my approach to both my professional and personal life.

Barbara, Carole, Tim, Carole

I would highly encourage anyone to learn the techniques of coaching and to go through the programs that ACT offers, the impact and learnings are invaluable.

Vice President
Van Kampen


Barbara Kay is a tremendous coach. Each time we meet, she is well prepared, and reviews my progress with great detail. She is sensitive to my needs, but is firm and professional.

Barbara Kay

Together we are creating a custom made plan that is unique to my life needs. It has taken some time. I so much appreciate that she is not using a “cookie cutter” to turn me into someone that looks like everyone else. What we are creating is unique; one of a kind. It is a lot of fun. It gives me clear focus, and a strong assurance that life is going to move forward in a very positive way. Coaching is a transforming process!!

Vice President
D. A. Davidson & Co.