Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

98-Arlene-Moss.png 

Today we're excited to host one of our very own XYPN team members, our fabulous launch coach Arlene Moss! Arlene joins us today to talk about her background, how she got into financial coaching, and the common struggles she helps financial advisors overcome. 

Arlene re-entered the workforce after raising children, and became a coach for the Alliance of Comprehensive Planners. After realizing there were some shortcomings to the one-off coaching model, she decided to go it alone and begin her own coaching business.  

In this episode, Arlene and I talk about how coaching can take your advisory to the next level. Arlene shares her highly personalized style of coaching and how she found her own business coach. We also talk about why planning one, five, and ten years out is essential to designing the life and business that you want. 

 

Listen to the Full Interview:

 

Want more from XYPN Radio? Become a VIP to access our private community!

What You'll Learn from This Episode:

  • How Arlene re-entered the workforce after being absent for some time.
  • The importance of having metrics to track things like closing rate.
  • Why it's essential to plan ahead in order to create a practice that will support your chosen lifestyle.
  • Why everyone should get a coach early on in the launch process.
  • The key differences between mentors and coaches, and how often you should interact with each.
  • How Arlene found and evaluated her own coaches..
  • Why you want a coach that specializes in your space within the industry. 

Featured on the Show:

 

subscribe-with-itunesSubscribe-with-stitcher

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Subscribe to Email Updates