Tag Archives: #Coaching

FEATURE

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain



To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. 

Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career or in retirement. Elisa talks with Laura Gregg and David Partain about the power of moving client conversations beyond retirement planning to understand when they may need a career pivot and how that can deepen your client relationships. 

Elisa discusses: 

  • How effectively C-level executives can be coached
  • The power of writing your tomorrow story
  • Building a successful retirement life portfolio
  • Planning so there’s no regret after selling a business
  • The You Pivot™ Program
  • Why your words matter
  • And more

Resources:

Connect With Elisa Spain:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Biography

Elisa K Spain is an executive life coach. Building on her own professional and personal  experience, her coaching approach has evolved from executive coaching to coaching  executives in living their full lives. Her clients include CEOs and C-suite executives from Inc.  500 companies, Crain’s Fast 50, Chicago Tribune’s Top 100 Workplaces, and Crain’s Largest  Privately Held Companies. 

Elisa created the YOU PIVOT™ Program to guide her clients through career and life  transitions. Understanding that careers, like software, require updates to keep them fresh,  this immersive program catalyzes leaders to embrace change and explore a better version  of themselves.  

Elisa’s experience as an executive at Northern Trust, 15-years as a Vistage Peer Advisory  Board Master Chair, coupled with her successful pivot from the corporate world into  entrepreneurship, has shaped her perspective. She holds an MBA from Kellogg GSM,  Northwestern University; CFA, Level I; and a BS from Florida International University. She is  a partner and investor with Social Venture Partners – Chicago, and a member of the  Advisory Board for the Independence Equity I, LP Venture Fund. 

Every Sunday, Elisa publishes stories about transitions, including sharing the life lessons  from the storytellers she interviews. You can read and subscribe to these Sunday  Stories here.

 


FEATURE

Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®



Is work getting the best of you? Do you wish you had more control over your life and time?

In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC. 

Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy. 

In this episode, you will learn:

  • Simple steps that can lead to more efficiency and less stress
  • The new look of business development
  • What’s behind the stress advisors are (still) feeling
  • Productivity coaching strategies that work
  • What to look out for if you are adopting a hybrid work schedule
  • And more!

Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Patty Kreamer | Productivity Uncorked | Productivity Quiz | Your Ideal Day | Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer | Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael