1:1 Coaching

Coaching is the most effective path for advisors who aspire to significantly improve the performance of their practice.

Our coaching process identifies specific areas of a financial advisor’s practice for continued improvement and refinement

We work one-to-one with advisors and their team to address the challenges and opportunities unique to their practice.

Our Approach

Our coaching approach begins with a very in-depth assessment of the advisor’s practice. This initial discovery/assessment questionnaire is completed by the individual advisor and incorporates the perspective of all team members. Using the results of that analysis and overlaying the 13 Success Principles, the Altius Learning Coach works with the Advisor and his/her team to craft a dynamic, highly customized, results-driven business plan designed to significantly improve performance and developing a world-class practice.

Your Individualized Plan

The next step in the process is driven by the advisor’s initial motivation to engage a coach. For some, the emphasis is on growing their practice; for others, the initial focus might be to improve team dynamics. For top performers, it might be to optimize practice efficiency and improve the work life balance of the advisor. This step involves the creation of a business plan, or set of recommendations for implementation. Examples might include a SWOT analysis (strengths, weaknesses, opportunities, threats); role clarification and accountability; development and improvement of business practices. After a review of the recommendations, a game plan is laid out to integrate these recommendations over an agreed upon timeline.

Your Unique Value Proposition

Our work in studying the very top performing financial advisors has identified an important step in the coaching process: the creation of an effective Unique Value Proposition. Altius has developed an in-depth process to assist you in crafting and effectively articulating your Unique Value Proposition.

A Continuous Process

The 1:1 coaching engagement is highly customized to the needs of the individual advisor or team with the objective of achieving their specific goals. Consequently once the initial steps are successfully completed, there is often a shift in focus and the business plan is further refined. Ongoing coaching is accomplished through scheduled monthly calls. The business plan recommendations drive the discussion for the monthly calls and are focused on the implementation and execution of the business plan. Each of these calls is followed up with a written summary of the discussion and a development of action steps for the next month. You will have on-going access to your coach via email for the duration of your coaching relationship.

Top Performers are Actively Engaged

They are ready to work hard, step beyond old behaviors, try on new ways of thinking and engage in a disciplined approach. And they value the power of coaching.

Learn more about our individual coaching programs today: