In part two of our Executive Coaching Series, we are joined again by our favorite executive coach, Joseph King Barkley! This episode explores how executive coaching principles align with financial planning to help clients build a better future. Listen as Joseph drops some amazing nuggets on us around vision setting techniques, overcoming barriers, and building trust over time. The crew shares personal stories of mindset shifts and the benefits of coaching support. Learn how to get started articulating your desired retirement lifestyle and find resources for those interested in executive coaching.
Reach out at contact@tricordadvisors.com
This week on Building Wealthy Habits:
[0:00-1:24] Welcome back Joseph King Barkley!
[1:25-3:00] Introduction and overview of aligning executive coaching and financial planning
[3:00-9:45] Techniques for helping clients articulate their vision for the future
[9:45-14:29] Creating a vision, including overcoming obstacles and uncovering personal desires
[14:30-17:50] Building trust and relationships in financial planning over time
[17:51-21:45] Addressing emotions and beliefs when creating a plan to achieve visions
[21:46-26:30] Resources for executive coaching and concluding remarks
Connect with Joseph:
Website: https://www.josephkingbarkley.com/
LinkedIn: https://www.linkedin.com/in/josephkingbarkley/
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadvvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadvisors.com
