Boston, MA – Benefits of Hiring a Financial Advisor Business Coach / Consultant

Are you a financial advisor spending most of your time and money on countless advertising and networking opportunities than increasing your sales? Do you need clarity and direction in running your business?

By hiring a certified business coach, you will learn critical business growth and leadership skills to take control of your growth. With a coach, you will learn effective marketing, productivity, and commerce skills to spend more time selling to your target clients and achieving higher sales goals. With expert guidance, financial advisors will not have to resort to working 40 hours a week.

Leadership Development

Entrepreneurs who develop leadership skills are more goal-oriented, productive, and resourceful. As a business coach, I aim to help you lead the way to commercial success in your practice: you’ll learn how to practice good business habits, develop a positive mindset, become adaptable, and embrace your creativity to create solutions to challenges.

Create Financial Goals With Financial Assessments

If you’re experiencing challenges in increasing your commissions or meeting sales goals, business coaches help you create new sales revenue goals using financial assessments.

• My TTI Success Insights® Sales Skills Index report will reveal your strengths and opportunities for improvement. You will gain clarity on how to hold more engaging meetings with clients and compelling presentations of your investment portfolio to close more sales and earn more referrals.
• My industry Benchmark Report and Narrative Benchmark Report will help you set new financial goals by analyzing the performance of financial industries based on geography and sales volume.

Productivity

Leaders focus on the tasks necessary to improve their business now. Alan will help you learn what is most important to accomplish for growth.

Time Management

Leaders fulfill responsibilities by using time wisely! You will learn exclusive time management strategies to spend less time getting more done.

Strategic Planning

I will work with you to interpret your strategic plan for clarity in achieving objectives and setting goals for your business. You will have a roadmap for increasing your sales, improving your advertising and marketing, and achieving a better work-life balance.

Sales Development

My clients learn to find leads or target clients, develop compelling presentations to lock in client interest, and effectively overcome objections with active listening, reasoning, and solution-selling. Additionally, you will learn how to strategically position yourself as the best and most qualified source of financial knowledge.

Interpersonal Communication

Customer service is another element to career success as a financial advisor. The goal is to build authentic long-term relationships with clients and earn referrals by providing relevant and quality service. You will identify the emotions driving customers to address risks and tax concerns of prospective clients and offer efficient suggestions for investments.

Financial advisors who need assistance scaling their practice can book a consultation with me today.