Support Team Coaching

Build a practice with high performers that drive results.

Our diverse team of seasoned coaches have the tools and experience to help your staff develop critical skills that drive performance and growth. As Your support team coaching partner we help you:

Lighten your Load as a Leader: We take the burden off you, the advisor, when dealing with employee challenges and development.

Provide Accountability: We provide a cadence of accountability focused on the metrics and activities you identify as most important.

Stay Connected: We deliver a summary of each coaching session and action items so you can maintain oversight. We also meet with you quarterly to assess your team’s progress and make any adjustments.

Deliver Meaningful Reviews: We help you prep for annual employee reviews and use your assessment to.

People

Guides team members to achieve their full potential in their role and through their career, solving for pain points such as:

Lack of personal and professional development
Poor staff retention
Challenges with culture and teamwork
Struggles with performance

Annual Business Valuation

Immediately upon starting with Advisor Legacy, you will receive our award winning valuation. The detailed report services as a guidepost for managing practice equity and comes with a 45-minute valuation review with a Valuation Coach who will explain your results and make recommendations. You will receive an updated valuation annually throughout the life of our coaching relationship.

LegacyChoice Elite Membership

You are also immediately enrolled in our LegacyChoice Elite Membership program. This gives you access to new practice listings, the ability to bid on practices of interest, discounts on certain legacy services, and access to our exclusive monthly webinar on practice acquisitions topics.

Bi-weekly Coaching Sessions

At the core of our service is the 1:1 biweekly coaching sessions (26 sessions per year). During these sessions you will receive live coaching support, followed by a meeting summary and action items.

Team Member Coaching Meeting

Structure: 1 hour, monthly
Who: Support Team Members
Purpose: To provide coaching and leadership to team members to help them grow personally, professionally, and in their role.
Post Meeting: Coach to follow up with a detailed meeting summary and action items.

Leadership Update Meeting

Structure: 1 hour, quarterly
Who: The leader of the Team Member(s) being coached
Purpose: To provide a space for updates on progress of the team member(s) and an opportunity for coaching the leader in ways they can better support their team member(s).
Post Meeting: Coach to follow up with a detailed meeting summary and strategies/action items to support the team member.

WDYWFY

Reviewing the employee’s response to the “What Do You Want For Yourself” (WDYWFY) exercise.

Model Week

Review the employees goals, role, and expectations to develop and implement a model week.

Leadership

Coaching on what makes a great leader, how to support their team, and how to lead themselves.

Values & Action Steps

Putting together action steps from the WDYWFY. Reviewing the Values Exercise and outcomes.

Predictive Index

Review of PI results and how to apply them to the employee’s development and team.

Career Path Check In

Provide accountability toward their growth plan, coach through roadblocks, and next steps.

Personal Journey

Taking outcomes from the WDYWFY action steps to create a Personal Journey timeline.

Employee SWOT

Building self awareness and fine tuning the IPDP through an individual SWOT analysis.

Emotional Intelligence

Coaching on specific situations and role playing how to apply emotional intelligence in their role.

Career Path

Using previous exercises to create a time bound Individual Personal Development Plan (IPDP).

SWOT Coaching

Focused coaching session to address weaknesses and threats, seize opportunities and leverage strengths.

Annual Review

Support the leader and employee in the annual review and defining next steps.

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Support Team Coaching

Build a practice with high performers that drive results.

People

Guides team members to achieve their full potential in their role and through their career, solving for pain points such as:

Lack of personal and professional development

Poor staff retention

Challenges with culture and teamwork

Struggles with performance

Select an option below: