Why Financial Advisors Should Use The Approach Coaching Method for Professional Success with Kim Skermer

Why Financial Advisors Should Use The Approach Coaching Method for Professional Success with Kim Skermer

“Everybody deserves their own individual approach to success, and that’s where the elite and the successful live.”

The one and only Kim Skermer, Founder of The Approach Coaching Method, joins Matt on this episode of Bridging The Gap. Kim coaches the industry on business development, coaching and advisory services with a flair of leadership and life.

Kim shares her passion for her career, her journey into entrepreneurship, and how she became a leader in the financial services industry. She discusses her vision on emotions and vulnerability within the industry, how we can understand our clients in the simplest way, and how we can provide our clients with specific coaching for who they are rather than who we want them to be. We also dive into the importance of receiving coaching ourselves as advisors, and what it can do for our professional and personal lives.

Kim Skermer Bio: My experiences frame the wisdom needed to be the respected Coach I am today. More and more, people crave REAL and CLEAR conversations around normalizing the true efforts it takes to be a Financial Advisor. This knowledge led my transition of Coaching and Leadership from a Sr Executive Management level at a Financial Institution, down the path of Founder & Coach of The Approach Coaching Method.

My respected point of view has gifted me with the honor of mentoring hundreds of individuals, advising small businesses, facilitating numerous training seminars, speaking engagements, and surpassing over 24,000 professional Coaching hours.

​Coming from a position of collaboration, I work closely with my collective of professionals and entrepreneurs. Aligning all efforts towards building your sustainable, predictable, and profitable business. I believe this goal comes from a foundation of trust, ownership, hard work, community, will, and discipline.

​Combining all my learnings from high-end athletics, elite teams, professional advocates, and a nurturing personal life; I believe in continuously surrounding oneself with people who drive you to step forward as your best, while understanding the power of process.

​In my spare time, you will either find me on Lake Huron, hiking the Bruce with our beautiful sassy girl, Caly (dog), creating a delicious mess in the kitchen, or playing in the dirt. For me, this is rejuvenation, my definition of success, and a perfect complement to my professional beliefs.

Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:

www.mattreiner.com

YouTube

Twitter

LinkedIn

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(200)

Q&A: Why Successful Firms Struggle to Innovate

Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon join...

20 Aug 19min

AI Isn't Killing Jobs. It's Creating a New Economy.

AI Isn't Killing Jobs. It's Creating a New Economy.

The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happenin...

6 Aug 20min

AI Doesn't Create Value. Your Process Does.

AI Doesn't Create Value. Your Process Does.

The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the...

24 Jul 24min

Even the Pope is Talking about IAI. Your Clients are Too.

Even the Pope is Talking about IAI. Your Clients are Too.

The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I e...

9 Jul 23min

Q & A: The AI Blueprint for RIA's

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Jun 25min

Digital Workers & Robots: What Advisors Should be Watching

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Jun 22min

The Biggest AI Questions Advisors Are Asking

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Mai 32min

How AI Is Quietly Transforming Wealth Managment

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Mai 24min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
finansredaksjonen
pengepodden-2
utbytte
rss-pa-konto
livet-pa-veien-med-jan-erik-larssen
rss-orjasater
lederpodden
pengesnakk
morgenkaffen-med-finansavisen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
liberal-halvtime
stormkast-med-valebrokk-stordalen