Proadvisor Coach Podcast

Greg is a financial service professional with over 50 years of experience.   He started his career in commercial lending and earned a CPA certificate while at a national CPA firm. He also served as managing partner of a FINRA Member firm in Minneapolis engaged in M&A and private placement transactions for 3 years. Over the past 15 years, Greg has been a Registered Rep with several FINRA Member...

Clarity is power. Clarity allows us to get to a specific outcome we are desiring.  It’s the difference between reflecting on opportunities by asking “would this be great?” vs. “does this thing lead me to what I have pre-defined as my ideal outcome?”   So how do we know what we want the most?  It’s a decision!   Knowing what you want AND knowing what you don’t want… these are decisions. Coach Nick...

Are you a single producer?   Do you lead people?   Do you notice your energy levels during your activities?  When are they at their highest?  Their lowest?   A great reminder during this week’s conversation are the 4 Levels of Leadership:  1. Leading Self 2. Leading Another (1:1) 3. Leading a Group 4. Leading while you’re not there A good check-in on where you are in your progress of leadership is...

1. The Fool’s Choice (being honest vs. keeping a friend) 2. Projection Dissolving How often do you come across someone difficult? Or find it difficult to have a productive conversation with a specific individual? Do you want another option when you find yourself: 1. Thinking too much about someone…? 2. Placating them…? 3. Trying to convince them of your viewpoint…? These are all signs that you’ve...

What if you were so clear on your IDEAL FUTURE that you knew the path to get there?   How good can you think up the future you want to live in?   One can say the level * above * proactivity is bending reality … seeing the future so clearly that you proactively move towards it.  Don’t just play the game.  Don’t just succeed in the game.  Don’t just write the rules for the game.  Create a different...

The coaches kick off this week’s conversation talking about diet – what are you eating and how does that connect with your overall health?   What they identify is a 70-20-10 rule… the equation to being healthy.   Of course, they circle around to make the analogy to business... what is the 70-20-10 rule for your business? What should be taking up 70% of your focus?  And what other 2 concepts are a...

Are You a Different Person Depending on Who You're With?   Hmmm this is a good one…   The coaches get into discussions about authenticity this week, and the concept of integrating our natural selves with our work and other aspects of our lives.   Are you aware of this for yourself?  Do you act differently depending on who you’re with?  Is it a strength to be fluid in our personality?  A weakne...

Coach Jon Zieve is back!  And we’re jumping right into a very important topic today – approaching emotionally charged conversations, particularly around the topics of diversity, equity, and inclusion . Throwback to episode #99 “Crucial Conversations” where Coaches Jon and Josh reference the book “Crucial Conversations; Tools for Talking When Stakes are High” by Grenny-Patterson-McMillan-Switzler-G...

Sophie Coulthard is the co-founder of AxioGrow, a platform that helps companies to identify, nurture and grow human potential throughout the entire career journey.   At the heart of the platform is a quick, online assessment based on a value-science called Axiology.  Having developed a keen interest in Axiology, Sophie joined the board of The Hartman Institute to support their efforts in 'chan...

Maybe you’ve heard the terms “Easy->Hard” and “Hard->Easy”. This is the concept that making the easy decision now will make your life harder later; and vice versa… making the hard decision now will make your life easier later. Is delayed gratification worth the squeeze? Is it worth the sacrifice? We coaches take a fresh perspective on this concept with our conversation this week. Must we fra...

Who are we?   Labels and titles are interesting, aren’t they?  Take it from Brent Perkins, a CEO of 12 years.  (See what we did there?!) It’s interesting how much we start to believe the stories that come with labels and titles.  But who are we, really?  And how much control do we have over the stories we believe?   Brent applies this principal to dealing with pain:   “The further you tighten the...

Do you ever think about seasons of your business?   Those times where you need a “blitz” – this might be Spring .  You are planting seeds and on the hunt for growth.   You have experienced overwhelm and it’s time to say ‘no more’; time to slow down.  You have entered Winter .  A time for repair.  A time for reflection.   Perhaps the greatest value of knowing the seasons of your business is preppin...

The best way to predict the future is to create it. So how do we do that?  If we don’t actively “program” what our mind thinks about, it’s scary to think about what the mind defaults to. Fear.  Doubt.  Uncertainty.  What if…   These are the symptoms of being in survival mode . When you’re in survival mode, you cannot be in creator mode .  This is where the power of questions come in.   What questi...

Simple answer = simplify.   The #1 problem facing successful people today is the Tyranny of the Urgent.   The more capable we prove ourselves to be, the more opportunities there are… and the more that is demanded of us. So what do we do – what’s the solution?   As soon as we find the ceiling of complexity, we must rediscover the floor of simplicity!   We say “rediscover” because it is a cyclical p...

Episode 150 is here!  Another #truthseekers milestone.   To celebrate, we coaches discuss perhaps our most powerful tool in our toolbox:  our FOCUS.   You can’t be grateful and mad… you can’t be 2 things at once.   So what does that say about how powerful our attention is?   It’s been said that our limitations can be summed into 2 things.  Either:   1. Weakness of attention or 2. Poverty of imagin...

Change with the change, or create your own change.   Do you achieve so that you may live comfortably? Is there a point in time you’re trying to get to?  A certain monetary goal you’ve set for yourself?  A certain place where you feel you can rest once you arrive?   What happens when you arrive?  What next?   We explore this concept on this week’s episode!

When I feel my best, what actually am I doing?!   You could make the argument that every emotion is always present, always accessible.  One minute you could feel bliss, and the next moment extreme frustration.   So what makes us feel specific emotions in a given moment?                                                                  Perhaps we feel the emotions that we practice the most!  It’s th...

When things don’t seem to go your way, what do you do?   Is there such a thing as toxic positivity?  Do you pretend that things are ok?   We felt it was important to reflect on these questions.  These are the crucial moments that make or break how people deal with “non-ideal” circumstances in their lives.   And let’s not forget about Coach Nick’s 3 Levels of Energy and the role they play when we t...

We are getting closer to another #truthseekers milestone… episode #150!    I am reminded of a passage from Prentice Mulford’s “Thoughts are Things”, originally published in 1889.   "If but 2 people were to meet at regular intervals and talk of health, strength and vigor of body and mind, at the same time opening their minds to receive of the Supreme the best idea as to the ways and meanings f...

Is it work/life BALANCE or is it work/life INTEGRATION?   Might the secret to happiness be hiding work in your play, and vice versa? You might think you are limited in your ability to tap into this principal.  If that feels like you, we invite you to watch this episode.  Enjoy!

We wander into and out of feeling great.   What are some secrets to feeling great?    How simple can we make it?   Where does fun come into play in our daily lives?   Check out this week’s Coach’s Corner as we reduce it to the ridiculous!

What even is the shadow?!  We’ll get into that in our conversation, but first, who is Will Sparks?     Will is a Professor and Chair of Leadership in the McColl School of Business at Queens University at Charlotte, NC.  He has taught there 22 years and his background and degrees are in Organizational Psychology.   Will has been involved extensively in shadow work, heavily influenced by the famous...

The power of learning!     As a Talent Development Consultant, ERIKA WEED works with organizations to find efficiencies that make their talent happier and more successful.   As an Executive Leadership Coach, ERIKA supports my clients in their work to learn about themselves. As a facilitator, I support groups as they learn about how to function together.   And as a doctoral candidate, ERIKA is work...

We welcome Lisa Anna Palmer to #truthseekers! Lisa Anna is the Founder and CEO of Light Your Leadership Inc.  At Light Your Leadership Inc., she and her team help leaders to realize their vision by learning to put people and planet first and to operate with excellence in a post-pandemic world. They help you connect at the human level, through compassion, courage, and competence so that you can lea...

If you’re moving forward, you’re happy.   What might it look like if you had a “luxurious” work day?    We know that high performers have way more breaks that regular performers.  What nugget of information is hidden in how you pace your day?   Today we coaches talk about how to gauge success, and what it feels like on a daily basis.