Monthly Archives: August 2017

Coaching or Consulting? It Depends on What You Need

These days there is a lot of ‘help’ out there for owners of independent advisory firms provided by broker-dealers,¬†custodians¬†and assorted¬†financial product companies. Most of this help falls into one of two categories: business consulting and business coaching. Many folks use these terms interchangeably, including some coaches and consultants themselves. And, yes, there may be a […]

How Does a Coaching Partnership Work?

Formal coaching relationships are based on written agreements between the coach and the individual being coached. This written agreement delineates the goals and mutual expectations for how the coaching relationship will work. The individual, coach, and supervisor, where applicable, must be in agreement regarding the desired results of the coaching relationship. These are typically called […]

What You Need to Know About Coaching Services

Executive development is a critical aspect of all organizations. In 1996, training and education efforts aimed at managers totaled $14.5 billion in the U.S. ( Vicere, 1998). One of the more recent approaches to executive development has been called coaching. Distinct from other forms of training, coaching focuses on the method of learning. Under a […]