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Leading Financial Advisor

Products & Services, Scientific Approach and Delivery Formats


Leading Advisor offers the following Products & Services based upon the foundation of our Scientific Approach through One on One and Group Coaching Formats.

The Products & Services, Scientific Approach and One on One & Group Coaching Formats have been developed over the course of 15 years integrating the best business and coaching programs available while working with;

  • Advisors in Accounting, Financial Services, Law and Real Estate …
  • Business Leaders, Managers, Sales Professionals and Entrepreneurs …

Products & Services

One on One Coaching and Workshops - are available now to service the following;
  • Business & Personal Coaching
  • Strategic Planning
  • Team - Associate / Employee Hiring and Conflict Resolution
    • Workshops;
      • Communication & Teambuilding
      • Customer Service & Sales

Delivery Formats

  • Assessments
  • Work books
  • 24/7 E-mail Coaching
  • Weekly Goal Tracking Software
  • Weekly One on One Coaching Calls
  • On Site Sessions as Required

Group Coaching - we will be launching Group Coaching in the Fall of 2005.

The Leading Advisor Group Coaching Program focuses on the following areas and includes the following Delivery Formats;

  1. Construct a powerful three year vision
  2. Plan the time to plan strategies & systems
  3. Control your finances
  4. Communication, management & motivation
  5. Attract, hire & lead championship advisors & support team
  6. Refine your selling & marketing skills
  7. Create a low-cost niche marketing engine
  8. Deliver 'wow' customer service
  9. Maintain balance between work, rest & play

Delivery Formats

  • Live Quarterly Workshops
  • Assessments
  • Work books
  • 24/7 E-mail Coaching
  • Group Blog
  • Weekly Goal Tracking Software
  • Weekly Group Coaching Call In Days
  • Monthly One on One Telephone Coaching Call In Days

Scientific Approach

Our Products & Services are based upon the following Scientific Approach.

Our Scientific Approach to Coaching is based upon Values & Behaviors Assessments. Through Values & Behaviors Assessments, the Leading Advisor Coaching Program helps our clients to understand and implement the Values & Behaviors that are required to renew and maintain sustainable and consistent success.

If you want to maintain, build or turn around your business and personal life at the same time, the Leading Advisor Coaching Program is the only sustainable and designed system for building a strong foundation for your business and personal life to stand on.

While working with hundreds and hundreds of clients through their assessments, Leading Advisor has benchmarked the Values & Behaviors of today's most successful business people. The Leading Advisor Coaching Program is based on a foundation of Values & Behaviors Assessments. Through the Assessments and the Leading Advisor Coaching Program our clients experience the following "sustainable" results;

In their desire to:

  • Build & Lead A More Compelling Vision
  • Build A Strategic Plan For The Future
  • Set Bigger and Better Goals

Eliminating:

  • Lack Of Direction
  • Micro Managing
  • Too Many Balls In The Air
  • Too Many Demanding & Unprofitable Clients
  • Wasted Energy & Time

Allowing all Associates to:

  • Make Better Decisions
  • Create More Commitment & Involvement In The Company
  • Developing More Accountability & Performance
  • Increasing Sales Targets
  • Assertively Responding to Larger Opportunities
  • Increase Profitability
  • Feel More Fulfilled & Happy

Through the Assessments we identify two important facets:

  • "Values" are WHY, what motivates or what puts the thought in your mind to impel you to take action towards your goals. Through our research we have identified the Six Key "Values" of today's most successful business people.

  • "Behaviors" is the method "How" a person carries out that action.

Most people in business are not aware of the "Values" that are required to be successful in today's business world. They may not fully understand the source of what motivates them. Therefore, they may have inconsistent "behaviors" in taking action towards their goals. At the end of the day they experience conflict, inconsistency, lack of motivation and even worse, unfulfilled business and personal lives.


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