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Customized One-on-One Business Coaching for Financial Advisors

Our New Brand!

The Personal Coach Brand Launch
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We are proud to officially launch our new brand!

 
The Personal Coach name is derived from our approach. We make it our priority to listen deeply, work together, be compassionate and take a personalized approach with you and your team. It’s so important for us to get to know you. We come to your office to fully experience your business and your people.
We look forward to continuing to provide you with valuable tools and information for your business. Keep an eye out for our next newsletter coming out soon!


 
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Sales Congress 2016

My colleagues and I were fortunate to attend the 2016 Canada Sales Congress. It featured 15 financial advisors (3 of which have worked with The Personal Coach), from across Canada and from various stages in their careers speaking on their best practices and what has propelled them to the top. 

 

We noticed several overriding themes throughout the presentations:

  • A passion for the insurance/financial industry and serving people - both clients and the community at large.
  • The importance of having clearly defined systems and processes in place to run all aspects of the business.
  • A drive to continually be learning and expanding their knowledge, bringing in other specialists as required.
  • Hiring a coach to provide confidence, focus and freedom – many of the top performers only worked four days a week with several weeks of vacation. 

We would highly recommend attending this conference next year. 

 

Please contact us if you have any questions.

 

Thanks!

 

 

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