Advantage Coaching & Training specializes in working with individuals and groups in the Financial Services industry. Past and present clients include:

• Merrill Lynch
• Morgan Stanley
• Wachovia Securities
• VanKampen Funds
• Chase Bank
• MidAmerica Bank
• Trustmark Insurance
• Raymond James
• Northwestern Mutual
• ING

The coaches at ACT have the benefit of working from all angles in Financial Services. We work with Home offices, Wholesalers, Branch Managers, Financial Advisors and Teams offering a variety of services including:

One on one coaching

Whether it is skill building, managing others, building client loyalty or developing your marketing plan, we will work with you as a partner in your success. We offer a short complimentary coaching session for new clients in order to show you what coaching can do for you. Sessions can be done live or over the telephone.

Business Practice Consultation

For those who are interested in building a robust practice, and identifying growth opportunities for your business, we offer a Practice Management Assessment diagnostic tool. Our 110 point check up was built by analyzing the practices of top producers and provides a comparison profile of your practice's vital statistics in eight essential areas.

If you are interested in this consultation, and in seeing a sample of the Practice Management Assessment tool, contact us.

Group coaching

For those who prefer coaching in a group we offer live and telephone monthly coaching sessions with your peers. This service is especially useful for those who like to learn from others and like the cost-effective process of working with a group. New groups start as we build up a list of interested participants.

Seminars and workshops

We offer various courses that would be appropriate for the home office, Regional Presidents, Branch Managers, Financial Advisors and teams. Topics include, but are not limited to:

• Building Client Loyalty
• Conflict Management
• Coaching Skills for Managers
• Confidence
• Dealing with Transition
• Presentation Skills
• Effective Teams
• Coaching the Sale
• DiSC Assessment and Use in Sales
• Assessment of Financial Advisor’s Skills as Compared to Top Performers
• Time Management
• Coaching Skills for Recruiting

All workshops could be tailored to ½ or full day formats.

Group assessment and facilitation

Team functioning depends on striving for mutual goals with clearly articulated roles and open communication. ACT can coach your team to peak performance through several services.

• Assessment – We can assess the roles, tendencies and potential needs for existing team members and the team as a whole
• Building a Team – Through assessments, interviews and facilitation we can help you build a process for profiling and interviewing potential team members and avoid the costly mistake of adding the wrong people to your team
• Facilitation – We can work with your team to make meetings more productive, work through conflict or simply go to the next level.
• Team Coaching – All teams have challenges. We can help coach your team to build greater trust, alignment, cooperation and excellence.
• Team Building Retreats – For those wanting a unique experience we can do creative and impactful team retreats.

Keynote addresses

Humorous and motivating keynote addresses can help your help organization be more productive and inspire your people to top performance. We work with organizations to reinforce their mission and message in inspirational (but not fluffy) keynote presentations. Also, for those wishing to educate their employees on how to find the right coach we have a 50 minute keynote that addresses differences in life coaching, income focused coaching and overall performance coaching that is educational and well received.

Custom Workshops

As Psychologists and Executive Coaches we welcome the chance to create custom workshops to address your specific needs and goals. Call us for a free consultation to see if we can create a workshop that helps you achieve your results faster and with greater energy.

Books

We have several books that are helpful for those in the Financial Services Industry. These include:

• The Coward’s Guide to Conflict
• The Coach’s Handbook
• The Confidence Plan
• Coaching the Sale
• The Top Performer’s Guide to Change
• The Top Performer’s Guide to Conflict
• The Top Performer’s Guide to Public Presentations

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Professionals in the Financial Services Industry demand the very best from their coaching. We count it an honor to work with people of such dedication and drive. Contact us now to discuss how we can partner with you to create next level results and relationships.