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Look for Coaches Used by Successful Advisors

07:30AM Nov 13, 2008 in category Tip of the Day by AdvisorMax

[You can] get referrals and references by asking the manager to identify the coach used by the most successful advisor in the office. --Carrie Degenhardt-Burke

Picking the right coach is the key to improving your game. There are many career coaches available for hire within the financial industry, some of whom are better than others. A friend of mine who is a branch manager of a wirehouse in New York suggests getting referrals and references by asking the manager to identify the coach used by the most successful advisor in the office. He also suggests that you look for coaches who have been successful FAs themselves. This way they are totally familiar with the daily problems and activities that can both negatively and positively impact your bottom line.

-Carrie Degenhardt-Burke runs Degenhardt Consulting in Jersey City, N.J., in Even the Best Can Be Coached

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