Coaching financial advisors

They’ve helped advisors across the country make small improvements with amazing results and completely overhaul areas of the business to streamline their processes, gain competitive advantages and increase revenue.

While Practice Management Consultants does not guarantee any results with our program, our coaching plan adopters have documented success and see business revenue increase at an average 25% year over year (YoY). Our clients also notice substantial savings of time, money and other resources due to adoption of process improvement strategies.

1:1 Coaching

Effective 1:1 coaching has a transformational impact both on the individuals being coached and the business. In a survey of over 4000 domestic companies, the main benefits of coaching reported were improved individual performance, bottom-line results, skills and self-empowerment, goal achievement, and retention. 96% of companies reported coaching improved individual performance, with 92% reporting improvements in leadership and management effectiveness. (Fong, 2013)

One-on-one coaching sessions have become part of many companies’ internal processes. Managers are realizing the power of these employee-focused sessions – coaching your employees drives high performance. Our coaches typically have two decades of experience in their field of expertise as a support service to the financial industry.

Curriculum for 1:1 Coaching

Participants will be rotated through a series of topics. Each topic is geared towards the Advisors growth. Examples of topics covered are:

  • How to grow your Practice – Aggressive client acquisition and revenue growth strategies using PMC’s 12-week or 3 month ramp up strategy.
  • How do your clients & colleagues perceive you? – Learn and understand how to communicate basic technical & financial information to clients and peers.
  • Developing as a Leader – Learn how to navigate the Firm. Understand where your resources are & how to utilize them.
  • Communicating your value – Learn Critical Listening techniques & know when to add your Value Proposition to a conversation? Learn to communicate your value to clients and stake holders.

Group Coaching

Curriculum for Group Coaching Cohorts

Participants will be rotated through a series of topics. Each topic is geared towards the Advisors growth. Examples of topics covered are:

  • How to grow your Practice – Aggressive client acquisition and revenue growth strategies.
  • How do your clients & colleagues perceive you? – Learn and understand how to communicate basic technical & financial information to clients and peers.
  • Developing as a Leader – Learn how to navigate the Firm. Understand where your resources are & how to utilize them.
  • Communicating your value – Learn Critical Listening techniques & know when to add your Value Proposition to a conversation? Learn to communicate your value to clients and stake holders.

PMC-LLC’s Group CoachingVirtual Reality PM Auditorium replaces webinar content delivery as a mode of coaching. Our Group Coaching Cohort strategies are the equivalent of a laser-focused; radically accelerated practice management curriculum infused with leadership coaching.

In this environment, the FA’s can engage in with coaches and one another providing immediate feedback. They also have access to complete assigned tasks at their leisure. There’s nothing to install. All you need is a link to access the Virtual Reality PM Auditorium online and with an assigned conference call number.