Management Coaching


The leadership factor - nothing is more critical to the world of financial services in today's turbulent times. Financial advisors are paralyzed, there's firm consolidation, distractions abound, and there's more talent on the move than ever before. We are committed to guiding managers through these tough times both in helping their advisors and their own careers.

We've joined forces with a select group of industry executives to create a one-of-a-kind coaching program for executives and managers at all levels. As with all of our coaching programs - the focus is on ACTION; doing the right actions, the right way, to the right target audience.

Our training encompasses a wide variety of management issues:

- Improving your leadership and management skills
- Getting more from every member of your group
- Increasing discipline and goal focus
- Recruiting high-level talent
- Helping you advance your career paths.



CALL US AT 800.883.6582 FOR A FREE CONSULTATION


Management Resources:




Management Coaching Includes

  • Coaching Sessions (45-60 minutes each)
  • Option 1 (Situational): Three Months of Weekly Sessions -or-
  • Option 2 (Annual): Twelve Months of Bi-weekly Sessions
  • The option to begin with a full day at our office
  • Performance Tools: 2009 Research Reports, Benchmarking Tools, Critical Path Organizer, Business Planning Templates, Team Forming Guidelines, and much more!




Our Executive Coach:


Tam Milton


With an extensive career covering over three decades, Tam has held multiple positions ranging from financial advisor to senior executive with Merrill Lynch. His wide variety of field experience included the following positions: Senior VP of Global HR; supervising 1200 human resource professionals, Deputy President of Merrill Lynch Japan Securities; District Director of the Carolinas; hiring, coaching, and leading managers and financial advisors (exceeding productivity and profit expectations up to 134% of standard), while also developing and implementing a talent acquisition process. Tam is a true voice of experience who has managed through multiple recessions, corporate mergers, and industry changes.