coach clients

“Always Be Coaching”, NOT “Always Be Closing”

January 28, 2025

Coaching clients is a concept which is gaining traction with financial advisers, and for many this is a new line of thinking. After all, they were taught years ago that “you should always be closing”,…

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Financial Advisers Should Be Coaching

September 5, 2023

Coaching is about changing behaviour in order to change results. Advising is telling people what, and perhaps how, something should be done. Advising is basically “having the answer” and telling someone what it is in…

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Position Advice Properly as Success Coaching

March 30, 2020

The perennial challenge in selling advice is positioning it as valuable, and we should think about it and describe it the right way: great advice is about coaching. It IS coaching. Giving advice is all…

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