1:1 Time Management Business Coaching for Financial Advisers
As a Coach, I take a holistic approach to focus on how Financial Advisers can improve their entire business and also significantly improve their work life balance.
We'll work together to change, improve and adjust. Create a positive impact on your advisory firm's environment, your team, your colleagues, your family and friends.
If you’d really like to make a significant change to your business:
- free up more of your time
- provide value for your clients
- work on what's really important
- have a better work life balance
- be more organised and productive
- create an effective internal and external team
- introduce systems and processes to increase your efficiency
- structure and organisation to deal with back office and compliance
Find out how to change your business for the better. Schedule a time for us to have a initial chat, it’s free.
Time Management for Dummies Book
Become a more efficient, effective and productive Financial Planner with Time Management For Dummies– Your guide to taking control of your life and improving your business. With tips on getting more out of your time away from your desk, maintaining a productive home office environment and still finding time to see to your finances, health and social life, these time management tools will leave you feeling in control of your life at work and at home.
Working with Clare Evans
Every penny spent with Clare has already been returned several times over
"Clare is a truly exceptional person with a wonderful balance between empathic listening and directed guidance. I have enjoyed weekly sessions with Clare for the last 6 months and every week she adds something to the way that I look at and run my business. The bottom line is that every penny spent with Clare has already been returned several times over."
- Alan Moran, Financial Adviser - Interface Financial Planning Ltd
You have helped me immensely in rediscovering confidence together with the pleasure & fun of running my own business.
"A big thank you Clare. The coaching sessions were excellent and made me more motivated and effective in achieving the tasks we set. My time management has improved and I’m rarely late for appointments. You helped me understand the value I offer my clients and enabled me to increase my fees as a result. You have helped me immensely in rediscovering confidence together with the pleasure & fun of running my own business. Money well spent!!"
- DC, Financial Adviser - Positive Solutions
I only wish I had met you years ago!
"I started out with a whole list of aims and objectives and started to prioritise them, thinking that I would only be able to work through a few in the 3 month period. To date, I still have about 1 month to go and have achieved virtually all of them, and a few new ones besides. You provide a great service – I only wish I had met you years ago!"
- IH, Financial Adviser - Positive Solutions
Offered helpful techniques and approaches to help me become more proactive in the way I handle things
“I found the coaching sessions extremely useful – being self-employed it was a huge benefit for me to have Clare help me think about the way I was reacting to certain situations. Not only did she act as a sounding board but also offered helpful techniques and approaches to help me become more proactive in the way I handle things. I now think much more positively about things even if they are not going well."
- CW, Financial Planner, Aspect8
The result of Clare's coaching is a clear strategy in the business, short and longer term aims and help in achieving them with both business partners and staff.
"Clare has been brilliant at listening to my issues on a regular basis. She challenges my thinking, helps me to see things in a different way and gives me tools and structure to work with as soon as we have finished our conversations. If you want confidence and clarity in what you do, then Clare is the ideal person to help. The result of Clare's coaching is a clear strategy in the business, short and longer term aims and help in achieving them with both business partners and staff. From a personal point of view, I am able to distinguish between work and personal time to enjoy the family and do things I want to do."
- SR Director/Partner, Simpsons Wealth Management
Unhappy employees results in an unproductive business
Myself and 3 other coaches have created a programme to improve your business and help your teams become more actively engaged by uniquely, linking their strengths and passions to your company missions.
Our programme is delivered using a mixture of coaching, workshops, skills development and the management and set up of an online network to boost engagement.
Our coaching focuses on helping the leaders in your business uncover their natural strengths, passions and focus and do the same for their team.
I'm a Time Management and Productivity Coach and the Author of "Time Management For Dummies". Together we'll work to change, improve and adjust. Create a positive impact on your working environment, your team, your colleagues, your family and friends.
Be more productive and efficient.
Reduce your working hours.
No longer work late in the evening or at weekends.
Have a better balance between your work and personal life.
Reduce and manage your stress
Enjoy your work and life more
Free Time Quiz
How Good Are Your Time Management Habits? Find out how and where you can make a few quick and easy changes to make your life easier starting TODAY.