Advantage Coaching & Training, Inc.

Headquarters

Advantage Coaching & Training, Inc.
122 N. Wheaton Ave./PO #1529
Wheaton, IL 60187

Phone & Fax

Phone (630) 293-0210
Fax (630) 293-0277
Toll Free (800) 657-5904

Email

info@advantagecoaching.com

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ACT Programs for Financial Services Professionals

Advantage Coaching & Training, Inc. 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.

Find out more

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.

Financial Services

  • Presentations
  • Individual Coaching
  • Team Coaching

Products

  • The Thriving Family Team The Thriving Family Team $20.00
  • The Coaching Conversation The Coaching Conversation $24.95 Original price was: $24.95.$15.95Current price is: $15.95.
  • Soft Souls Living in a Harsh World Soft Souls Living in a Harsh World $19.95 Original price was: $19.95.$12.95Current price is: $12.95.
The Five Behaviors - Authorized Partner
Everything DiSC - Authorized Partner
DiSC ® is a registered trademark of John Wiley & Sons, Inc. or its affiliated companies.
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The Five Behaviors of a Cohesive Team is a trademark of John Wiley & Sons, Inc.
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Headquarters

Advantage Coaching & Training, Inc.
122 N. Wheaton Ave.
PO Box 1529
Wheaton, IL 60187

Phone & Fax

P (800) 657-5904
P (630) 293-0210
F (630) 293-0277

Email

info@advantagecoaching.com

© Advantage Coaching & Training, Inc. All rights reserved.