About this book
Financial advisors are increasingly turning to coaches in order to become more successful. While some coaches can be instrumental in this regard, other coaches will hold a financial advisor back. With coaching becoming increasingly mainstream and with so many people today calling themselves coaches, it's important for financial advisors to understand what coaching is all about and to know how to pick the optimal coach.
About the authors
Brett Van Bortel
Brett Van Bortel is Director of Consulting Services, Invesco Global Consulting. Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness, and productivity of financial professionals. As a speaker and consultant, his focus is helping financial professionals in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of financial practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial firms, and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these…
Tim Ursiny
Tim Ursiny, Ph.D., CBC, RCC, founder of Advantage Coaching & Training Inc., has been a speaker and certified business coach since 1997, specializing in mental, emotional and behavioral change. His areas of expertise include personal transformation, the psychology of succession and building proactive mindsets and habits. He received his undergraduate degree from Wheaton College and his doctorate in psychology from Northern Illinois University. He has extensive experience in the Financial Services industry, working repeatedly with such organizations as Morgan Stanley Wealth Management, Wells Fargo, UBS and Invesco. He has authored or coauthored fourteen books on the topics of coaching, conf…
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