Case Study - performance coaching/mentoring for inexperienced financial advisers

Tanya was setting up a new online business. She hadn't set up a small business before and whilst she had made significant progress with a website and other contact strategies, her self-belief was faltering. She met with Claire over a course of 6 online coaching sessions of 1 hr each.

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Tanya's main goal was to attract more customers. Having a successful online business would give her the income she needed to support her family and move into a more relaxed way of life as she approached retirement.

Claire helped Tanya in the following areas:-

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• Mindset - Claire helped Tanya identify that she was harbouring many self-limiting beliefs. These were negative assumptions she was making about herself and her value to others. Via questioning and feedback, Tanya learned to recognise and challenge the unhelpful thoughts she was dwelling upon. She was able to focus on a new, more positive and confident reality.

• Business skills - Claire has set up 3 small businesses herself and so was able to share many 'tools and tips' around Marketing, SEO (Search Engine Optimisation), accessibility and branding.

• Back testing - Claire helped Tanya explore her business through the eyes of a new customer; giving feedback about the website design, ease of use, visual appeal and potential gaps in engagement.

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The overall result was Tanya was more confident and optimistic about her brand and product. She was able to fine tune the website and her marketing strategy, offering different product channels. She also formed a business partnership that she hadn't previously considered.