Coaching for Financial Planners

Financial Planners, I feel your pain. Having run my own Financial Planning business for the last 12 plus years, I am well aware of the pressures you are facing. I am also aware these pressures are not well understood outside of the industry.

Based on my own experiences being a Financial Planner for over 20 years and from surveying a significant number of my colleagues, I know you may be feeling some or all of the following:

Fed up with the increasing compliance burden and red tape
Dealing with fear around big brother watching
Dealing with increased costs in running your business and passing on these costs to clients
Difficulty finding staff
Frustrated with time taken to file note meetings and document advice
Tired of the ongoing change and uncertainty
Having difficulty managing time and difficulty focusing on what’s important
Loss of confidence
Feeling overwhelmed
Feeling a sense of loss

While I would love to say I could wave my magic wand and make all these issues go away, the reality is I can’t. On a positive note, what I can help with though is your mindset. I can help with strategies to block out the noise, to move from a place of fear back to empowerment and accept what you can and cannot change. In the words of one of my lovely clients, the aim is to help you get you mojo back.

The advisers I am currently working with, appreciate I have an understanding of the industry and have lived and breathed what you are going through and truly understand your pain, fears and frustrations. I have been where you are and have come out the other side. I want to help you do the same and get back to being your best and get on with helping your clients.