Coaching

Coaching

At the core of our coaching service is the belief that every individual holds a reservoir of untapped potential. Through a process of insightful dialogue, constructive feedback, and tailored strategies, David facilitates a self-discovery experience that empowers individuals to move beyond their mind bound limitations and stride confidently toward their goals. The coaching process is personalized to resonate with each person’s unique style ensuring that the solutions they derive are both effective and enduring.

Engaging with our coaching service is an investment in your future. It is an opportunity to accelerate your growth, refine your skills, and forge a path that not only leads to professional success but also personal fulfillment. Our approach is holistic, considering not just the professional, but the personal nuances that define an individual’s narrative.

We invite you to explore this enriching opportunity. Dive deeper into our coaching services and envision how a personalized coaching experience can propel you toward a journey of success.

Individual Coaching

Executive and Leadership

Executive and Leadership

Leaders on the Move with High Potential

Leaders on the Move with High Potential

Leaders Transitioning to New Role

Leaders Transitioning to New Role

Investment Program Leaders

Investment Program Leaders

Brokerage-Dealer Leaders

Brokerage-Dealer Leaders

RIA Leaders

RIA Leaders

Regional and Branch Managers

Regional and Branch Managers

Financial Advisors, Wealth Advisors and Private Bankers

Financial Advisors, Wealth Advisors and Private Bankers

AMAXXA Coaching Process

AMAXXA Coaching Process

01

Selection

A Selection phase is crucial to ensure that the right executive(s) are chosen for the coaching program.

02

Assessment

A comprehensive assessment is conducted to understand capabilities, behaviors, and performance levels.

03

Goal Setting

Clear and measurable goals are established and should align with both the individual’s and organization’s objectives.

04

Development Planning

A personalized development plan is crafted to address the gaps identified during the assessment phase and to meet the set goals.

05

Coaching

The coach engages with the executive in a series of one on ones to work on the development plan.

06

Implementation

The executive begins to apply the learned strategies and behaviors in their work environment. The coach may observe the executive in action.

07

Monitor & Feedback

Progress is continually monitored, and feedback is provided to ensure that the executive is on track toward achieving the set goals.

08

Evaluation

An evaluation is conducted to measure the success of the coaching engagement against the initial goals.

09

Continuous Improvement

Lessons learned from the coaching process are integrated for ongoing development. The next step often leads back to a new assessment.

10

Stakeholders Review

Engaging stakeholders is essential to gather feedback, secure ongoing support, and ensure the coaching programs alignment with goals.