Episode 1
Early Productivity for Financial Advisors With Heather Price And Sabine Robinson
Phil and Greg welcome special guests Heather Price and Sabine Robinson, who are former colleagues of Phil. Heather is a certified Master Coach and co-host of the Activity Coaching Conversations podcast, while Sabine Robinson is a renowned financial industry coach and author of the book Quick! The Cement is Drying. Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential. Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.
Phil and Greg also discuss the Success Cycle model with the guest, which explains the process that individuals undergo when pursuing a difficult goal. The different stages of this model include disbelief, tentative steps, hopeful skepticism, high performance, and an epic letdown. Sabine encourages listeners to normalize the letdown phase and start the process again by setting the next goal. Heather emphasizes the importance of self-accountability and creating a supportive environment for people to achieve their commitments. Sabine adds that incorporating values and publicly stating one's goals can enhance accountability.
Additionally, Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs. This episode offer valuable insights into the world of coaching. Tune in to learn how incorporating wellness, persistency, self-accountability, supportive environments, and values can enhance your accountability and help you achieve success in different areas of your life.
KEY POINTS
∙ Phil and Greg discuss the Success Cycle model, which explains the process that individuals undergo when pursuing a difficult goal, along with the letdown that can accompany achieving that goal.
∙ Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential.
∙ Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.
∙ Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs.
∙ Heather discusses the correlation between physical health and the health of a business.
Sabine explains what a Culture Index is and how it can be used as a tool for coaching and recruiting.
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