How the Leading Advisor
Coaching System Works
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
Group Coaching - we will be launch Group Coaching in the fall of 2005
Business & Personal Coaching
The Leading Advisor Coaching Program follows these simple steps
- Leadership - Values & Behaviors Assessment
- Debrief your Values & Behaviors Assessments and recommend actions to take
- Looking for a survey or two that you can take to clarify the things that you want to work on with your coach?
- More on Delivery Formats
- What are the benefits of coaching?
- How to get the most out of your coaching.
- Do you qualify?
- How you can receive 30 days of one on one coaching risk free?
- How you can get started?
Strategic Planning
- Assess your business through The Leading Advisor Business/Practice Survey
- The Leading Advisor Business/Practice Survey
- Review your Survey and advise and recommend actions to take
- Discuss S.W.O.T. - Strengths, Weakness, Opportunities & Threats
- Advise you on the Priority Areas to Focus On
- Establish your Goals
- Create Action Plans that include Budgets, Measurables, Resources and Timelines
- Do You Need A Consultant or Facilitator To Help You With Planning?
- Benefits Of Strategic Planning
- Preparation For Strategic Planning
- Strategic Planning Models
- Sample Strategic Plan
- Sample Strategic Plan Worksheet
Associate / Employee Hiring and Conflict Resolution
- Team - Values & Behaviors Assessments
- Debrief your Teams Values & Behaviors Assessments
- Conduct Team Interviews
- Debrief you on Your Teams Responses and recommend actions to take
- Coach You and Your Team through our Unique System - weekly calls, e-mails, quarterly meetings and workshops
- Monitor Progress, Rewards & Refine Actions
- Identify the Next Steps
- Hiring
- What Do Hiring Mistakes Cost?
- Hiring Values
- Hiring Top Ten
- Leading Advisor Hiring System
- Hiring Plan
- Hiring Timeline
- Conflict
- Behaviors & Conflict
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
To expand on the above, these are the Areas that can be Engaged By The Leading Advisor Coaching Program:
Advisor / Business Owner Development -
- Leadership & Empowerment
- Values & Behaviors Assessments
- Vision, Purpose & Mission
- Values & Behaviors
- Emotional Intelligence
- Personal Foundation Program
- Current Situation Assessments
- Goals - 5 & 1 Year
- Business Plan
- Strategic Plan
- ]Time Management
- Decision Making
- Delegation
- Standards
- Accountability
- Recognition
- Succession Planning
Business Development -
- Management, Junior Advisor & Marketing Assistant Development
- Marketing & Sales
- Back Office
Management, Junior Advisor & Marketing Assistant Development
- Values & Behaviors Assessments
- Current Situation Assessments
- Communication, Management, Motivation & Team Building With Partners, Managers, Junior Advisors & Marketing Assistants
- Conflict Resolution
- Hiring Partners, Managers, Junior Advisors & Marketing Assistants
- Employee Role Definitions & Performance Review
Marketing & Sales
- Marketing Plan
- Sales - Attracting The Clients That You Want Versus What You Think You Need
Back Office
- Client Management & Customer Service
- Client Feedback
- Information Management
- Space & Facilities Management
- Technology & Systems
- Financial Management
- Products
Group Coaching - we will be launch Group
Coaching in the fall of 2005
The Leading Advisor Group Coaching Program focuses on the follow areas and includes the following Delivery Formats:
- Construct a powerful three year vision
- Plan the time to plan strategies & systems
- Control your finances
- Communication, management & motivation
- Attract, hire & lead championship advisors & support team
- Refine your selling & marketing skills
- Create a low-cost niche marketing engine
- Deliver 'wow' customer service
- 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