With over 42 years of direct experience with advisors and teams, I’ve gained deep insight on issues that are critical for those looking to achieve elite status. I’ve held multiple positions ranging from financial advisor to senior executive with Merrill Lynch. My field experience includes: Senior VP of Global HR (supervising 1,200 human resource professionals), Deputy President of Merrill Lynch Japan Securities, and District Director of the Carolinas. Although I’m now retired, I feel like I’m always learning the business. I’m a lifelong learner, which is a trait all elite advisors possess.
Why do you coach?
Anytime an advisor has called me “coach,” I’ve considered it a true compliment. Back when I used to hire new advisors and bring them on board, I used to say “You think you can achieve X. Well I think you can do far more, and achieve Y. Together, we are going to close that gap.” As I’ve gained experience with coaching over time, I’ve found a great level of personal satisfaction from helping others become top producers.
How would you describe your coaching style?
I see myself as a facilitator, and my objective is to move my clients to action – to take ownership of their development and growth. When working with my clients, I explain what needs to be done and make sure they take the right actions, but it’s ultimately up to them to own it. Until you own it, nothing will happen.
What are some of your personal interests and hobbies?
I’m fascinated with education – the learning process and educational development. I sit on the Board of one college and a PreK – 8th grade private school. I also enjoy my grandkids, reading, and golf.