A column in the current edition of the Insurance Journal brings up the issue of coaching, albeit within the parameters of insurance versus investment advising.
The author is a long-time coach, author, and keynote speaker, outgrowth of a highly successful career as an insurance advisor and executive manager. His view is that coaching advice for insurance agents and insurance-based financial advisors needs to differ from that offered to investment advisors. In practice, many of the former group are exposed to coaching designed for the latter. (more…)