Are You Looking For Coaching For Your Millennial Daughter Or Son That Is Working In Your Business?

 

I recently had a conversation with a client of mine about how I can help coach their Millennial son or daughter:

Dear Financial Advisor,

Thank you for Wednesday’s conversation.

It’s great to hear that things are going so well and that you are enjoying your holiday.

Once you have reviewed this e-mail and spoken with your Daughter/Son, please e-mail me and Laura will contact your Daughter/Son to schedule.

For ease of introduction, below there is script for an email that you can forward along to your Daughter/Son.

Thanks for the opportunity to be of service,

Simon

Dear Millennial Advisor,

As a way of introducing myself and the coaching program that I offer, I would like to provide you with a Debriefing of your Values and Behaviors Assessment (attached) via GoToMeeting.

During our call we will cover your Strengths and Areas To Strengthen … Strengths, as there is nothing wrong, only the absence of understanding of one’s Values and Behaviors.

• “Values” are WHY you approach your business and personal goals – therefore what Motivates your Behavior.  Values relate to 90% of success.
• “Behaviors” are HOW you are currently taking action towards your business and personal goals. Behaviors relate to 10% of success.

An absence of success can relate to an absence of an understanding of one’s Values and Behaviors.

To deepen your understanding about the coaching program that I offer, please read the attached Inspirational Tipping Point Transcription that I delivered for the MDRT and watch The Inspirational Tipping Point TEDx video; https://www.youtube.com/watch?v=1gNUpM0Dz7Q

In closing, I have a great deal of experience working with the sons and daughters of the financial advisor professionals that I serve. Please see a few testimonials below; you can view all the coaching testimonials here; https://leadingadvisor.com/financial-advisor-coaching/testimonials/

Best regards,

Simon Reilly

 

The best part of working one on one with Simon through his coaching program is my personal growth. Through his unexpected homework assignments and consistent accountability, I have gained the clarity and vision to continue to strengthen both my business and personal life. I now have the confidence and awareness to identify the best path forward in each day to day situation. Not only have I gained immense value from working with Simon but also a friendship.

Luke Wimsatt
Wimsatt Financial Network
Farmington NL
November 10, 2016

 

I did not expect Simon’s coaching program to focus on my personal foundation as well as my business foundation. I love the assignments that Simon has coached me through each session and I have started to implement new tools and skills with success. After a short period of time with Simon I am now more mentally organized and understand the importance of a strong personal foundation for a strong business foundation. I look forward to continuing to strengthen myself both personally and professionally with the resources Simon continues to provide to me.

Angela Silbernagel
Real Wealth Marketing
Kewaskum, WI
March, 2016