Our clients work ON their business, to strategically align it round what works best for them. They want business results, more fun and more time for the rest of their life.
Is this you ?
• Do you feel in control of your day and your destiny or are you often reacting and end up swamped?
• Do you love your work and have plenty time for the rest of your life or are you bogged down with stuff, and out of time?
• Are you fed up stressing to achieve business targets and whish you had a more sustainable or exciting plan?
Many advisers work long hours, juggle conflicting demands for their time and get bogged down in “stuff”
They juggle meeting targets, compliance paperwork, deadlines, client servicing, new business development and a technical job which often their clients don't understand or fully appreciate.
They face increased compliance costs, regulation and competition.
What's fun gets done!
It's about making the most of your natural talents or favoured specialist areas of expertise
It's about earning more £££ if you want to or working less if you want to
It combines all the features of Great Coaching and adds additional elements designed specifically for professionals.
Themed business development workshops, industry bespoke hand outs and sharing best practice (while acknowledging uniqueness) are combined with bespoke coaching to enhance ones thoughts and personal effectiveness.
Originally the service was provided for financial advisers
Demand for coaching from other professionals who share similar common core issues to financial advisers resulted in the service expanding.
There are now coaches on board who are experienced working with Accountants, Lawyers and IT professionals
Are you Responsible for a number of Fee earners or advisers?
Is everyone working together or are there inefficiencies caused by poor communication or lack of motivation?
Other Professional advisers?
Continue to do what you've always done and you'll continue to get what you always got!
Why do I need coaching?
No one NEEDS coaching. but many successful people in business, as in sport, hire coaches to excel.
Coaching for Financial Advisers, Accountants and Lawyers
80% of FTSE 100 companies use business coaches to enhance performance - why shouldn't you?
Want these benefits for you?
Many of our financial adviser and other professional clients want coaching for:
- Increased earnings / profit
- Working fewer hours and with less stress
- Tactics and confidence to increase fee charging (reduce write off)
- Strategies to expand into new target markets or develop introducer relationships.
- More control managing and servicing previous clients
"Coaching led us to introduce a new Retainer fee service which our clients receive very warmly . We can now continue to do a professional job servicing clients while being properly remunerated. We have strengthened relationships with our professional introducers to the point were we are getting a steady stream of ideal referrals."
Tony Davies
Our professional clients work smarter and wiser. They gain:
- Thinking space in otherwise busy schedules to step back, see the wood for the trees
- Momentum to keep the strategically important but not urgent things happening. They become better self-managers , feeling more pro active and in control
- Greater awareness of their thinking and behavioural patterns so that they can enhance their personal effectiveness
- Renewed energy and enthusiasm as they deal with energy Drainers and do more of what gives them positive energy
Prior to our coaching, my days were very reactive, filled with urgent rather than important tasks and an undue amount of administrative paperwork. Your sessions have been invaluable in helping me to identify key activities and importantly set goals in each of these areas. I have seen a marked increase in the number of clients I am talking to with subsequent increase in business. I have also been able to improve communication with those I work with so enhancing the business operation, and resolve a draining unprofitable business arrangement.
I would unreservedly recommend your services to anyone that is seriously looking to improve their effectiveness in their chosen field of business.
Anthony Nzekwu - Mortgage adviser and IFA
Some clients also want to benefit by:
- Enhancing skills for networking and generating referrals or for developing centre of influence
- They become better at building strategic relationships and communicating their business + client service proposition(s) to clients, professional introducers, networking groups or colleagues. In other words they create their own ‘Brand' and communicate it very well.
- Winning more business by enhancing their sales process and advanced communication using Neuro Linguistic Programming.
- Clarifying what support they need and then make more of their team(s)
- Improving working relationships and communication with others they are in business with.
Benefits for business owners/ partners
" I am an IFA who has been working in the industry for over 16 years and whilst I've paid lip service to it, I have never taken the time out to truly evaluate my business. Working with Fi allows me to do this as she looks from the outside in, at the way I work, allowing me to see things I would not have been able to see by myself….I am far more proactive with my work now and have looked to stop doing or delegate the non productive "stuff" and concentrate on the things that take my business forward."
Robert Hunt
Business owners (partners or directors) gain through experiential processes
- Ability to identify what's really important, to them and their exit strategy
- Greater awareness of what's missing from their business plan or exit strategy.
- they can then steer their business forward strategically, creating meaningful goals and benchmarks .
- They build on strengths, spend more time doing what's fun. Doing what you are passionate about increases enthusiasm and is attractive to clients colleagues and contacts so you'll be more successful
- They improve effectiveness with their p.a. Para planner, support team, colleagues and clients.
- They learn the importance of appropriate client contact and understanding the application of the 7 principles of marketing.
- They grow as a person gaining insights about themselves and what motivates them - invaluable for business and beyond
Great Coaching Services have huge expertise coaching financial advisers. The Founder Fiona Sutherland was an IFA for 9 years, 7 of which were within an accountancy practice. She has personally coached over 230 financial advisers across the UK in small and large practices and assisted many more in business development roles since 1986.
Ben Reed one of the original coaches is also steeped in financial services having coached many advisers in business development and personal effectiveness for individuals and teams.
"I write to express my grateful thanks for the support Ben has given over the past few months and the enormous help he has been to me. Not only does he know how to structure and run a successful business, he also has an immense understanding of human psychology and what motivates people. He does this by asking some key questions, which whilst challenging, lets the business owner develop his own ideas from within.
Ben has been key to helping me develop a clear strategy to grow my business."
Michael Davey ALIA (dip) MSFA, MIFP (Director )
Other professionals
If you provide a service which is fairly intangible to your clients, if you charge for your knowledge or expertise and if you are often the piggy in the middle between your client and other 3rd parties – then Great Business Coaching is very relevant for you.
What makes Great Business Coaching so effective?
- An independent company not pushing a packaged program with a one size fits all approach.
- Experienced team of coaches
- Working in partnership to deliver tailored solutions for your particular needs
