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Customized One-on-One Business Coaching for Financial Advisors

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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