A Coaching Way of Being
What a coaching way of being means, and why it matters in the relationship between an adviser and a client.
IT STARTS WITH HOW WE CONNECT
The human side
of making
a difference.
of making
Better conversations open up new possibilities. Develop a coaching way of being — and help others find their own way forward.
FOR ADVISERS. FOR LEADERS. FOR PEOPLE.
A SIMPLE SHIFT
From having the answers.
To making space for theirs.
Human connection. Real possibility.SOUTH AFRICA · UNITED KINGDOM · BEYOND
WHAT IS A COACHING WAY OF BEING?
You don’t have to be a coach
to show up like one.
You may be an expert in your field. The person in front of you is the expert in their life.
A coaching way of being starts with that understanding. It’s a way of engaging that helps people explore their own questions, make their own decisions and find a way forward that is right for them.
Discover the approachFIVE PRACTICES. A DIFFERENT KIND OF CONVERSATION.
Be curious.Ask openly.Listen deeply.Hold silence.Show empathy.
WAYS TO WORK TOGETHER
A human approach.
In every kind of work.
Different ways to work together.
One belief in what becomes possible
when we connect more deeply.
CLARITY, ALIGNMENT & DIRECTION
Better conversations.
Better decisions.
Make room for the conversations that move your business forward. I help leadership teams think together, find alignment and turn their purpose into practice.
HOW WE CAN WORK TOGETHER
- Strategy and decision-making
- Team coherence and effectiveness
- Culture that supports your purpose
SPACE TO FIND YOUR WAY
Your questions.
Your way forward.
When you are facing a transition, grappling with a challenge or feeling stuck, coaching gives you space to explore what matters and discover your own next step.
HOW WE CAN WORK TOGETHER
- Personal coaching through change
- Coaching for professional challenges
- Team coaching for better ways of working
HUMAN SKILLS, PUT INTO PRACTICE
Develop the skills.
Change the conversation.
Practical programmes and workshops that help advisers and leaders develop a coaching way of being — one conversation at a time.
HOW WE CAN WORK TOGETHER
- Programmes for advisers and leaders
- Focused workshops on human connection
- Bespoke learning for your business
IDEAS TO THINK WITH
A different perspective.
A deeper understanding.
Books and articles exploring the human side of financial advice, leadership and the way we relate to one another.
HOW WE CAN WORK TOGETHER
- The 7 Pillars of Financial Health
- Books on psychology and leadership
- Selected articles and commissioned writing
IDEAS THAT OPEN POSSIBILITIES
Start a conversation
that stays with people.
Keynotes, webinars and virtual talks that invite people to think differently about how they lead, advise and connect in a changing world.
HOW WE CAN WORK TOGETHER
- Conference keynotes
- Webinars and virtual events
- Talks shaped around your audience
A PERSONAL APPROACH TO HUMAN CONNECTION
Hello, I’m Rob.
For more than a decade, I’ve helped financial advisers develop the human skills that make a difference in their clients’ lives.
Along the way, I realised these skills belong wherever people influence other people — in leadership, in our professions, in education, on the sports field and at home.
Coaching Way of Being brings that work together. It’s the idea at the heart of my consulting, coaching, training, writing and speaking.
More about me and my work
THE BOOK
Your relationship with money
is a human story.
The 7 Pillars of Financial Health
Partnering with a Professional to Thrive
Explore the human skills that support financial health: clarity, confidence, connection, curiosity, collaboration, communication and courage.
THOUGHTS & PERSPECTIVES
Keep the conversation going.
The client is the person, not their money
A reflection on the human relationship at the heart of financial planning, as technology changes the profession.
The real significance of the number “93.6%” for financial planners
Why investor behaviour matters, and how financial planners can support clients as thinking partners, choice architects and behavioural coaches.
LET’S START THERE
Every meaningful change
starts with a conversation.
Tell me a little about what you have in mind. Let’s explore what might be possible.