chris holman - horsesmouthimages.horsesmouth.com/gfx/pdf/ssscoachingpptnovember2016.pdf5 savvy...
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Chris HolmanExecutive Coach, Horsesmouth
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Our Agenda Today
5 Observations on Successful Savvy Social Security Advisors
Case Studies: Dwayne Kappell, Ryan Fine, Doug Lindsey, and Pete Hafner
Horsesmouth Group Coaching: What is It? How does it work?
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5 Savvy Social Security Observations
1. Social Security clients really need you.
1. There are no one-size-fits-all, best practices.
2. The first step can be the toughest.
3. Fulfillment flows from adding value to others.
4. Public speaking is a short-cut to success.
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Advisor Roundtable: Dwayne Kappel, Pete Hafner, Doug Lindsey, & Ryan Fine
Dwayne
Pete
Doug
Ryan
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How Coaching Adds Value to Financial Advisors
1. Getting clear and focused on goals
2. Overcoming inertia3. Installing new beliefs and
habits4. Being accountable5. Experiencing fulfillment in
your work
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What is Horsesmouth Group Coaching?
6-months in duration 2 group calls per month…12 group calls
total Group call length: 75 minutes All calls are “virtual” Group Coaching: More impact, less money
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What is Horsesmouth Group Coaching? (cont.)
The Commitment Agreemento “By the final group coaching conversation, what do
you commit to achieving?”
Includes private, one-to-one coachingo 6 additional private coaching sessions (18 coaching
sessions total)o Get even more clear and focusedo Powerful blend of group/one-to-one coaching
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Who will coach & facilitate the group? Chris Holman has 35+ years experience in financial
services
Built a successful career as a financial advisor
Has coached/consulted with 1000+ advisors over the past 12 years
Member of the International Coach Federation (ICF)
Trained and certified as a professional coach, with a special expertise in group coaching
Will provide coaching structures and leadership…and be a key accountability partner
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What is my investment?
• $2,497.00 for six months
• Includes 12 months subscription to Savvy Social Security
• High ROI Potential. One priority client will more than pay for the coaching investment.
• Very competitive pricing. Some nationally-known coaches charge upwards of $20,000.00
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The Details: When Does the Coaching Group Begin?
First Session: Wednesday, Dec. 7th
• 12 Noon–1:15 PM EDT (9:00—10:15 AM PDT)
Last Group Session: Wednesday, May 17th
• 12 Noon–1:15 PM EDT (9:00—10:15 AM PDT)
12 Group Sessions Total + 6 one-to-one sessions
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And there’s even more!
Savvy Social Security Membership: Your Savvy Social Security membership will be extended for 12 months when you enter the coaching program.
Horsesmouth experts like: Elaine Floyd and Sean Bailey will also be occasionally involved in the coaching sessions.
Full-time access to your coach during normal business hours.
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How do I decide if Group Coaching is right for me?
Connect with me: Let’s talk
Schedule a no-risk, complimentary coaching conversation.
Contact Chris Holman:
(212) 217-1132