Why I Do What I Do and How You Will Benefit – Version 2
After some client input I decided to reframe this message with a greater focus on the benefits to coaching clients.
Why I Write and Coach
The motivation for writing my book and for my articles and coaching is that I feel it is my responsibility not to lose what I have learned over a lifetime of business if it could be of value to you and others.
As a young salesman some decades ago I learned many lessons but perhaps the most important is that people just do not follow through even if they know what is best for them and even if they know what to do. We don’t have a problem knowing what we should do. The problem is that we just don’t do it!
All of us are challenged to follow through regardless of who we are or what are intentions are. This is just the fact! As a coach, my work is to keep you off of that hamster wheel of good ideas followed by inaction.
Is Your Business Where You Want It To Be or Are You...
We can help. This is what our coaching is about!
What We Do
We will help you walk the talk.
We will help you:
Mostly we will hold you accountable for the actions you need to and agreed to take to get your business where you want it.
My work in a wirehouse and in the last 18 plus years of coaching, I have seen it over and over again. Given how busy advisors are and how many activities they try and do, many just do not have:
These experiences led me to do what I do, why I do it and how my coaching helps .
Here’s one more interesting fact. I recently learned that coaching came into sports as a very American idea. In 1875, Harvard and Yale played one of the very first American-rules football games. Yale hired a head coach; Harvard did not. The results? Over the next three decades, Harvard won just four times. Harvard hired a coach.
If you found this article helpful and you want to take the next step to organizing a great practice and getting new clients, I want to help you implement your success in your unique business. I want to offer you a free strategy session to help you apply these approaches. You can find a link to my calendar at www.calendly.com/davidileo. Pick a time and I am happy to go through a session with you to apply this to your business...no cost, no obligation!
From there you can continue on your own with our book as a guide or if you want help with implementation, I am available to work with you. In either case, I hope you got good value from this article and I look forward to talking to you soon.
David I. Leo
David Leo is Founder of Street Smart Research Group LLC. He is an author, speaker, coach, consultant and trainer to financial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.
If you would like additional details or have any questions about his articles or an interest in coaching schedule a free 45 Minute Strategy Session @ https://calendly.com/davidileo or contact him @ David@CoachDavidLeo.com. Call 212-598-4229 (Office) or 917-379-1249 (Cell) and visit @ www.CoachDavidLeo.com
P.S. If you would like to purchase a copy of our book, "The Financial Advisor's Success Manual for only $15 and free shipping, please call or email me.