In front of me is a copy of a coaching program implemented by a large bank wealth management division. Not unlike most of the coaching processes we see, this “deck” is 17 pages (small font) with a 6-step process and multiple steps under each, scripting for how to coach in a myriad potential situations, forms requiring documentation and follow-up, and 22 tightly-defined leadership and coaching competencies. No wonder coaches don’t have time to do it - the training doesn’t stick and advisors/bankers fail to see the value in it!
It’s not only possible to simplify the Coaching Process, we MUST do so if we want to break through on this challenge and drive more consistent production.
We recommend a focus on 5 key, practical steps:
Of course, there is more detail required behind this to ensure it is executed most efficiently and effectively. But from our experience, these simple tactics implemented with consistency will lead to increased productivity, improved coaching credibility, and an enlivened culture.
At Greene Consulting, understanding that every single contact you have with your clients influences their opinion of you, our purpose is to empower OUR clients to deliver a more engaging and effective client experience with THEIR clients… so as to deliver on the promises they make.
For more detail or insight on this topic or any others that may be a challenge to you, feel free to contact me at 404-324-4600 or email me.