EVOLVE program
Imagine you not only understood yourself but this knowledge gave you confidence to be the exceptional adviser you always thought you would be. Our EVOLVE coaching program creates a judgment-free space where you learn about yourself.
Our approach is to help you understand your strengths – how resilient are you? What are your social and communication styles? How do you learn and what sort of problem solver are you? There is no right or wrong answer, nor do we put you in a box and label you (introvert, extrovert etc). There is just you, in all your complexity and your opportunity to be exceptional.
Advising clients on their finances is a very worthwhile but also very stressful job. When you are stressed these strengths can be overplayed and work against you. For example an adviser who is outgoing and socially skilled, when stressed can become attention seeking, self promoting and overly dramatic. A perceptive and insightful adviser can become cynical, negative and fault finding.
Through this program you will be able to understand your personality and develop your strengths. Once we have established your personality profile we will build on your strengths through a comprehensive development plan. With a helping hand to keep you on track 🙂
Our EVOLVE program is suitable for
✔ advisers on a Practice succession or leadership path
✔ experienced advisers needing to reawaken the passion to be exceptional
✔ advisers wanting deeper and more successful relationships with clients
There is ample evidence to prove strength-based coaching works. As the starting point for the EVOLVE program, we use the science-based Hogan Personality profiling system. Founded in the late 1980s with the 360 reviews still widely used in corporations globally, Hogan is a world leader in the science of personality. READ MORE. You complete an online questionnaire that provides a diagnostic tool for understanding your personality and drivers. With your accredited coach as a guide, you will develop a high level plan for your personal growth and success.
We are here to help you
✔ understand and build on your strengths
✔ identify your key personality traits when you are at your best
✔ clarify and refocus on your values and purpose
✔ work on your goals and how to achieve what you want
✔ be held accountable for your progress on your goals
ASPIRE program includes
5 session engagement, face to face or virtual with your strengths-based coach
Personalised Hogan Insight reports mapping your personality strengths, values and challenges
Personal development plan to build your confidence to be exceptional
Let’s chat
Use the Let’s chat box to book your complimentary 15 minute Tea and chat with Penny or one of her team.