ACT Programs for Financial Services Professionals

Advantage Coaching & Training specializes in working with individuals and groups in the Financial Services industry. Past and present clients include:

Bank of America/Merrill Lynch
Wells Fargo Advisors
Invesco
Chase Bank
MidAmerica Bank

Trustmark Insurance
Raymond James
Northwestern Mutual
ING
UBS

The coaches at ACT have the benefit of working from all angles in Financial Services. We work with Home offices, Wholesalers, Branch Managers, Financial Advisors and Teams offering a variety of services including:

Presentations and Workshops

We offer various courses that would be appropriate for the home office, Regional Presidents, Branch Managers, Financial Advisors and teams. Topics include, but are not limited to:

The Five Behaviors of a Cohesive Team™
Three Ways to Grow your Business
Building Client Loyalty
Conflict Management
Coaching Skills for Managers
Confidence
Dealing with Transition
Presentation Skills
Effective Teams
Coaching the Sale
DiSC® Assessment and Use in Sales
Time Management
Coaching Skills for Recruiting

All workshops can be tailored to half- or full-day formats.

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Individual Coaching

Whether it is skill building, managing others, building client loyalty or developing your marketing plan, we will work with you as a partner in your success. We offer a coaching session for new clients in order to show you what coaching can do for you. Sessions can be done live or over the telephone. Find out more.

Team Coaching

Team functioning depends on striving for mutual goals with clearly articulated roles and open communication. ACT can coach your team to peak performance through several services. Find out more

We can partner with you

Professionals in the Financial Services Industry demand the very best from their coaching. We count it an honor to work with people of such dedication and drive. Contact us now to discuss how we can partner with you to create next level results and relationships.