One-on-one leadership coaching programs for managers and leaders in the wealth management industry

As a program participant, you will…

Receive individual, customized leadership coaching tailored to your own style. Using an internationally recognized 360° feedback tool, Jim will work with you to identify your leadership strengths and weaknesses. Jim will guide you through interpreting your feedback and developing a personal leadership execution plan to achieve outstanding results in your role as a leader.

Coaching sessions with Jim help you achieve a high level of self-awareness as to the frequency with which you are seen as demonstrating important leadership behaviors. As you progress through the program, you will understand the leadership traits that really matter to people and learn how to apply leadership techniques to become a truly influential leader. Your business results will improve and you will be positioned to achieve long term success.

Leadership Coaching Programs:

Individual Coaching Program 1

For regional managers, complex directors, branch managers, key leaders

Execution through Leadership:  6-month program

  • Comprehensive 360-degree feedback process
  • Twice monthly coaching sessions
  • Leadership Trait-based execution coaching
  • Summaries after each coaching session
  • Personal Leadership Execution Plan
  • Program-end summary letter
  • 24/7 availability for calls and questions

 

Individual Coaching Program 2

For regional managers, complex directors, key leaders

Execution through Leadership // Train the Coach:  9-month program

Part 1:

  • Comprehensive 360-degree feedback process
  • Twice monthly coaching sessions
  • Leadership Trait-based execution coaching
  • Summaries after each coaching session
  • Personal Leadership Execution Plan
  • 24/7 availability for calls and questions

Part 2:

  • Program participant and additional manager receive all Execution through Leadership coaching materials
  • Program participant and additional manager coached by Jim Pierce to deliver Execution through Leadership program to direct reports
    • 360-degree feedback process for direct reports
    • 2 group meetings onsite with Jim Pierce
  • 24/7 availability for calls and questions

 

Half-day Group Programs

  • Execution through Leadership: The Client Connection
    • 20-25 FAs and their managers
    • Leadership Trait execution methodology applied to Financial Advisor::client/prospect dynamic
  • Execution through Leadership: The Teams Connection
    • 20-25 FAs and their managers
    • Leadership Trait execution methodology applied to team issues
      • Shared values/common purpose
      • Goals, plans, and milestones
      • Communication, feedback, and accountability
  • Post-program follow up: 2 calls with Jim Pierce, customized by manager