Chris HolmanExecutive Coach, Horsesmouth

Our Agenda Today

5 Observations on Successful Savvy Social Security Advisors

Case Studies: Dwayne Kappell, Ryan Fine, Doug Lindsey, and Pete Hafner

Horsesmouth Group Coaching: What is It? How does it work?

5 Savvy Social Security Observations

1. Social Security clients really need you.

1. There are no one-size-fits-all, best practices.

2. The first step can be the toughest.

3. Fulfillment flows from adding value to others.

4. Public speaking is a short-cut to success.

Advisor Roundtable: Dwayne Kappel, Pete Hafner, Doug Lindsey, & Ryan Fine

Dwayne

Pete

Doug

Ryan

How Coaching Adds Value to Financial Advisors

1. Getting clear and focused on goals

2. Overcoming inertia3. Installing new beliefs and

habits4. Being accountable5. Experiencing fulfillment in

your work

What is Horsesmouth Group Coaching?

6-months in duration 2 group calls per month…12 group calls

total Group call length: 75 minutes All calls are “virtual” Group Coaching: More impact, less money

What is Horsesmouth Group Coaching? (cont.)

The Commitment Agreemento “By the final group coaching conversation, what do

you commit to achieving?”

Includes private, one-to-one coachingo 6 additional private coaching sessions (18 coaching

sessions total)o Get even more clear and focusedo Powerful blend of group/one-to-one coaching

Who will coach & facilitate the group? Chris Holman has 35+ years experience in financial

services

Built a successful career as a financial advisor

Has coached/consulted with 1000+ advisors over the past 12 years

Member of the International Coach Federation (ICF)

Trained and certified as a professional coach, with a special expertise in group coaching

Will provide coaching structures and leadership…and be a key accountability partner

What is my investment?

• $2,497.00 for six months

• Includes 12 months subscription to Savvy Social Security

• High ROI Potential. One priority client will more than pay for the coaching investment.

• Very competitive pricing. Some nationally-known coaches charge upwards of $20,000.00

The Details: When Does the Coaching Group Begin?

First Session: Wednesday, Dec. 7th

• 12 Noon–1:15 PM EDT (9:00—10:15 AM PDT)

Last Group Session: Wednesday, May 17th

• 12 Noon–1:15 PM EDT (9:00—10:15 AM PDT)

12 Group Sessions Total + 6 one-to-one sessions

And there’s even more!

Savvy Social Security Membership: Your Savvy Social Security membership will be extended for 12 months when you enter the coaching program.

Horsesmouth experts like: Elaine Floyd and Sean Bailey will also be occasionally involved in the coaching sessions.

Full-time access to your coach during normal business hours.

How do I decide if Group Coaching is right for me?

Connect with me: Let’s talk

Schedule a no-risk, complimentary coaching conversation.

Contact Chris Holman:

cholman@horsesmouth.com

(212) 217-1132