Coaching for Managers and Leaders
Chris has been impactful for me as a coach most importantly because he understands the industry and my role as a Branch Manager. The difference between leading and managing is profound; Chris coaches me to continuously refine my leadership skills and in doing so to make a real difference in people's lives.”
- William M. Saunderson, Jr., branch manager, senior vice president investments, Wells Fargo Advisors
These days, leaders in business have to deal with multiple goals and initiatives, while simultaneously creating and sharing their vision and direction for their team, division, or organization. In order to remain productive, leaders must be able to adapt and adjust their approach to accommodate the skill sets of their team members, and the demands of their changing tasks.
One of the keys to being an excellent leader is to regularly explore your values and principles to ensure your actions and behaviors remain aligned with your vision.
How often do you address questions like:
- What are my leadership strengths?
- How do I motivate others?
- How effective is my listening?
- What is the culture I wish to establish?
- How do I inspire others?
Self-examination isn’t always an easy undertaking, particularly when you’re in the midst of a demanding workload. This is where coaching bridges the gap. As an executive coach, Chris Margolin has worked with numerous leaders and executives, as well as more than 200 financial advisors, helping them to reach their optimum potential. His proven methodology encourages his clients to take an objective view of their actions and behaviors, so they can learn how to leverage their strengths, and make adjustments where needed. By establishing accountability measures, Chris and his clients are able to create a specific structure that ensures successful execution.
Your coaching engagement begins with Chris gathering information from the people to whom you report, those who report to you, and a select group of your business peers. This portion of the process will focus on exploring your skills in:
-
communication
"Chris has been my Executive Coach for over a year. His input has been critical in the direction of my business. He helped me to refine and articulate the vision that I have for my branch and many of the goals that we originally planned for have since come to fruition. His guidance has been invaluable not only strategically but situationally, as well. I often call Chris just to discuss an idea or for his input on tough decisions. His informed and unique perspectives always help me to plan my direction."
- Buddy Buzzerd, branch manager, director, UBS Financial Services
- leadership
- conflict handling
- talent development
- listening
You and Chris will then discuss the findings in an in-depth discovery session. During this time together you will get clear about your current reality and opportunities. The next step is to explore and solidify your goals. Throughout your coaching engagement you will learn to identify and play to your strengths, set and prioritize goals, and capitalize on opportunities. Chris will challenge you as well as hold you accountable while providing you with authentic, objective feedback.
Your coaching engagement structure includes:
- two scheduled phone calls each month
- quarterly face-to-face meetings
- as needed phone and email support between sessions