The key to long-term success with your clients is your self awareness. Being conscious of your personality strengths and your values is key to developing strong sustainable relationships with your clients. Your clients will appreciate the value you add as an adviser, but its you and your personality that will keep them coming back.

What is the ASPIRE executive coaching program?

Our introductory  ** ASPIRE ** executive coaching program will ensure you understand the personal value you bring to client relationships.

In just one month, you’ll gain a deeper understanding of your personality strengths and boost your confidence to build long-term, profitable client relationships. Through our  introductory ** ASPIRE ** executive coaching program you’ll learn how to manage your strengths, even when stressed, so they don’t backfire and affect your bottom line.

You complete an online questionnaire that provides an evidence based diagnostic tool for understanding your personality and drivers and the basis for your development program.

In our introductory ASPIRE executive coaching program we use scientific personality profiling systems developed world leading psychologist Dr Robert Hogan. A globally recognised system used by 75% of Fortune 500 companies, Hogan’s science of personality measures how we relate to others when we are at our best – our bright side personality – and what happens when we become stressed. Unlike IQ measurements, personality scales are an indicator of strength and lead into natural questions such as ‘can I be behave with my clients in ways that are not my strengths, but are expected of me?’

Who is the ASPIRE executive coaching program suitable for?

✔new graduates completing their professional year

✔inexperienced advisers wanting to build a sustainable client base

✔paraplanners looking to step up to an adviser role

✔advice practice owners hiring new team members

Why should you use the ASPIRE executive coaching program?

As the Cat in the Hat says: “There is no-one alive who is you-er than you!”

You are your own, unique value proposition! It’s you personality that will make you stand out from other advisers who will haw the same qualifications.

Financial advice is stressful, and it can feel lonely. We are here to help you with professional coaching to reduce stress and build confidence in yourself.

✔ identify your key personality traits when you are at your best

✔ understand your strengths and how to apply them in client meetings

✔recognise the signs when you overuse your strengths

✔ map the motives, values, and preferences driving you to be an adviser each day

ASPIRE program includes

  2 x 1 hour session engagement with a qualified executive coach, face to face or virtual with your strengths-based coach

  Personalised Hogan Insight reports mapping your personality strengths, values and challenges

“ As a former practice owner, AR adviser, advice compliance coach and industry Association board member, I  have a deep understanding of the advice industry. I know the personal and ethical challenges of being an adviser, I’ve been there.” ~ Penny Armytage, Founder