Great Coaching Changes Behavior
Effective coaching is more than asking good questions or having productive conversations. It requires the ability to identify what is getting in the way, coach the behaviors that drive results, and create accountability that leads to meaningful change.
Coach the Person
Develop the ability to understand what drives behavior, uncover obstacles, and create conversations that lead to greater self awareness and ownership.
Coach the Behavior
Move beyond outcomes and focus coaching conversations on the specific behaviors, habits, and activities that create results.
Coach for Accountability
Create clear expectations, meaningful commitments, and consistent accountability that help people turn insight into action.
More Than a Clinic. A Development Process.
The Certified Coaching Clinic begins with an immersive learning experience and continues through structured application and real world coaching. The goal is not simply to learn how to coach. It is to develop coaches who can consistently create meaningful development conversations.
From learning the process to applying it with real people, certification is earned through practice.
01
The Clinic
Build the foundation through an immersive clinic focused on coaching skills, behavior, accountability, and practical application.
02
Personal Application
Put the concepts into practice through 12 weeks of continued education and personal application, supported by six development sessions.
03
Coach and Certify
Apply the process with financial advisors through 12 weeks of real world coaching, including 12 coaching sessions and ongoing support from a Level II Certified Coach.
Built for Leaders Who Develop People
The Certified Coaching Clinic is designed for financial services leaders who are responsible for developing advisors, improving performance, and creating greater accountability within their organizations.
Whether you are building a coaching culture across an organization or developing advisors one conversation at a time, the Clinic provides a practical framework you can put to work immediately.
Development Leaders
Leaders responsible for coaching, training, and developing financial advisors throughout their careers.
Field Leaders
Leaders balancing their own responsibilities while coaching and developing advisors or other members of the organization.
Recruiting and Growth Leaders
Leaders responsible for attracting talent and helping new advisors transition successfully from recruiting into development.
Experienced Coaches
Coaches who want to strengthen their approach, sharpen their skills, and create more consistent development experiences.
Build the Skills to Coach with Confidence
Participants leave the Certified Coaching Clinic with a practical approach they can use in real development conversations, not simply concepts to remember.
Better coaching creates better development. Better development creates stronger people.
Diagnose Before You Coach
Identify the real issue behind a performance challenge before moving too quickly to solutions.
Ask Better Questions
Use purposeful questions to create greater awareness, ownership, and clarity.
Coach Behavior
Connect desired outcomes to the specific behaviors and activities that produce them.
Navigate Difficult Conversations
Address performance gaps and obstacles directly while keeping the conversation productive.
Create Accountability
Establish clear commitments and expectations that turn coaching conversations into action.
Develop Consistently
Apply a repeatable coaching approach that creates a more intentional development experience over time.
Ask Better Questions
Use purposeful questions to create greater awareness, ownership, and clarity.
​
Navigate Difficult Conversations
Address performance gaps and obstacles directly while keeping the conversation productive.
​
Develop Consistently
Apply a repeatable coaching approach that creates consistent development over time.
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Diagnose Before You Coach
Identify the real issue behind a performance challenge before moving too quickly to solutions.
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Coach Behavior
Connect desired outcomes to the specific behaviors and activities that produce them.
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Create Accountability
Establish clear commitments and expectations that turn coaching conversations into action.