Coaching..Do You Really Need It ?

[Logan Five]

When I was in real estate sales, many agents used personal sales coaching to help with their production.

I don't know if this is the case in insurance or working as a FA. What is your opinion of personal coaches ?
Are they worth the $$ ?

What are your thoughts?

 

[DayTimer]

I started part time with two IMO's that offered very little in the way of structured training and mentorship. There is a world of difference between what I have been able to accomplish with my current IMO where I have access to training, mentorship, and critically, field underwriting support while in a client meeting compared to how I had struggled in fits and starts without that help.

I do not know that I would recommend hiring a "coach," however. I would lean more toward getting yourself aligned with an IMO or agency where your upline has a record of success both as an in-field sales agent and a record of success in training such agents. Also, get to know some of the long-timers on this forum. There are a few very knowledgeable agents who are quite generous with sharing their experience with those making a real effort to succeed in this business.

 

[Logan Five]

What is an IMO ?

I am not licensed yet.

 

[DHK]

Independent Marketing Organization.

Regarding coaches... I'd start with any published materials that they've produced and integrate that into your process. As soon as you are 'functional', a coach can be helpful to help you get out of your own way and produce at higher levels in an easier way.

Insurance Pro Shop - www.insuranceproshop.com - insurance selling systems and training, member's site, etc. Systems include 3 months of coaching.

Sandy Schussel - www.sandyschussel.com He was my referral training coach. You can get his Mastering Client Referrals on his website for only $37. (Sandy has an exclusive relationship with a broker/dealer, so he's not available for coaching with agents/advisors right now.)

We already talked about Sid Walker in your other thread.

I have not hired these people as coaches, but I do recommend their published materials. But if you have trouble integrating their materials and training into your processes, THEN you may find coaching valuable.

 

[Richard Gomez]

I've worked with a coach. You tend to learn a lot more about your business, and find mistakes you might've not noticed.

 

[Life Hawk]

When I was in real estate sales, many agents used personal sales coaching to help with their production.

I don't know if this is the case in insurance or working as a FA. What is your opinion of personal coaches ?
Are they worth the $$ ?

What are your thoughts?

A very good question...

When you get your lic. you need to look for someone you can trust to follow for a bit and then have them follow you...

Critiquing is an important part of learning any trade well, and when dealing with the public, it is very important.

I don't think I would pay for the service though... you might find a good IMO or split commissions with a field agent.

The added support also helps as you take your learning curve... helps keep your head in the game and you feet headed in the right direction.