Overwhelmed Advisors Webinar - References

by Sharon Hoover 3/6/2009 12:14:00 PM

In today's webinar,"Overwhelmed by the Financial Crisis: How Advisors Can Manage Themselves and Others,"I offered a list of references. I hope this is helpful.

Publications

  • "The Good Side of Stress," by Mary Carmichael, Newsweek, 02.23.09
  • Getting Things Done by David Allen
  • First, Break All the Rules by Buckinham & Coffman
  • Why Employees Don't Do What They're Supposed to Do and What To Do About It by Ferdinand Fournier

Training

Find a Coach

In the presentation, I talked about the value of working with a coach. There are some important criteria to consider since this is a close professional relationship and you want to be sure that you find the right coach for you. Here are some guidelines you can use to help you:

Coach Selection Tips from ICF

1. Educate yourself about coaching. (Thousands of articles have been written about it in the last three to five years. The ICF Research Portal also hosts coaching research articles, case studies, journals, etc.)

2. Know your objectives for working with a coach.

3. Interview three coaches before you decide on one. Ask each about his or her experience, qualifications, skills, and ask for at least two references.

4. Remember, coaching is an important relationship. There should be a connection between you and the coach that "feels" right to you.

Questions to Ask a Prospective Coach

Beyond choosing an ICF Credentialed coach, the most important aspect to consider when selecting a coach is finding someone with whom you can easily relate and create the most powerful partnership. ICF recommends the following questions to ask prospective coaches:

· What is your coaching experience (number of individuals coached, years of experience, types of coaching situations)?

· What is your coach-specific training (enrolled in an ICF approved training program, other coach-specific training, etc.)?

· What is your coaching specialty or areas in which you most often work?

· What specialized skill or experience do you bring to your coaching?

· What is your philosophy about coaching?

· What is your specific process for coaching (how sessions are conducted, frequency, etc.)?

· What are some coaching success stories (specific examples of individuals who have succeeded as a result of coaching/how the coach has added value)?

If you were on the webinar call today, thank you for participating. Overwhelm in the face of our current economic situation is something we can do something about. If you missed the presentation, it is available on this blog site.

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3/15/2010 10:38:18 PM

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About

Sharon Hoover’s blog provides practical ways for advisors to transform their leadership skills. By focusing on how you can create a culture of empowerment, respect and integrity in your firm and with your clients, you connect with your passion for work and life. As a coach to leading financial advisors, Sharon is an expert on how you can manage your firm better and create balance in your life.

Author

Sharon HooverSharon A. Hoover, PCC, M.A.
Owner of CoachingWorks

Since 1996, Sharon has coached financial advisors and other small business owners. She combines her own insightful techniques with concepts of the most current thinkers in the field of leadership. Sharon is a graduate of Coach University and has been certified by the International Coach Federation since 1998. She coaches advisors coast-to-coast and facilitates inspirational and productive staff retreats that lead to transformational shifts. Sharon has presented for the Financial Planning Association’s local chapter and Retreat, as well as the Knoxville Estate Planners Association.

Sharon knows leadership from the inside out. In 1985, she established the local center for an international nonprofit foundation that focuses on personal development, chaired the local board and served in international roles. She is a founding member of the East Tennessee Coaches Association and served in formal and informal leadership since its inception in 2001. She chairs the Small Business Committee for the Knoxville Chamber and the Board of the Race Relations Center of East Tennessee. Sharon is also an active member of the Rotary Club of Knoxville. She lives on a farm with her husband, John, a psychologist, whom she married in 1962. They have two adult daughters, Karin and Elizabeth.

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