Individual

Individual business consulting/coaching or 1-on-1 Coaching is a very customized process in which the business consultant/coach spends time with only one client where the Advisor Solutions Business Consultant/Coach begins to identify recurring patterns, both good and bad within the following business facets:

  • Goal Setting
  • Motivation/Focus
  • Time Management
  • Prospecting
  • Selling
  • Relationship Building
  • Marketing
  • Client Servicing
  • Product & Market Knowledge
  • Portfolio Management

It is the Advisor Solutions Business Consultant/Coach’s responsibility to help the advisor become aware of these patterns, implement positive action, get solutions and find success!