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Personal Coaching

Careers in financial services are high pressured. Combine that with life’s ups and downs and there will be moments when more support is required. Personal coaching supports the whole person in service of the professional goal.

Start your journey

Goldcrest Partners supports those who are looking to build resilience to enable sustainable performance and navigate the career and life challenges that inevitably arrive from time to time.

A personal coaching engagement focuses on leveraging
strengths and developing new ways of thinking and working
that optimises our personal condition

Coaching individuals to fulfil their potential and achieve career goals

A holistic approach encompasses the whole person and provides a supportive relationship that enables us to build resources and resilience to overcome life and career challenges, get back on track and achieve our goals.

Goldcrest Partners coach ExCo members, leaders of regional or functional teams, senior individual contributors and those who aspire to these roles. All are engagements are specifically tailored to the individual and can range from ‘pure’ ICF competency-based coaching to mentoring as best matches the client and the coaching objectives.

Most engagements include elements of both leadership and performance coaching along with professional coaching (as described elsewhere). We coach the whole person because the whole person goes to work. We simply focus on the different areas in the proportion and sequence that supports the individual and enables progress.

Resilience

Stress, exhaustion and burnout through overwork and high expectations are not uncommon in the financial services industry. Adverse life events also occur and, whether it be a family bereavement or illness, a divorce or relationship issue, or simply the demands of juggling modern day work life balance, these can overwhelm capacity to cope. Any one or combination of these experiences can have an adverse effect on our mental health, overall wellbeing, and professional performance.

While coaching is not therapy, there is a great value to be gained from working with an appropriately trained coach to receive support at a time of overextension. This type of engagement enables stabilisation and recovery at a time of significant personal discomfort.

We believe being resilient is not just about the ability to withstand pressure but also to adapt and respond well to evolving challenges. Like most developed capabilities, it is what we do in advance of and after the event that is most important to how we perform in the moment.

The foundation of resilience is getting in the right personal condition to sustainably perform. However good habits and personal care are usually the first thing that are sacrificed when pressure mounts in the workplace. At Goldcrest, we use biometric data to measure the impact of nutrition, sleep, alcohol, exercise and workplace stress on our physiology, emotional experience, cognitive functioning and behaviours. This data set informs a personal action plan to build resilience and wellbeing to enable you to be ready to perform when it matters.

Life changes

Redundancy is seldom personal but has a profound personal impact. The initial impact, uncertainty, and financial implications can be challenging and complicated to process and find a way through. Working with a specialist transition coach at this time can provide invaluable support and advice that galvanises confidence and informs assured next steps.

Retirement from a primary role and transition into an encore career is a wonderful opportunity to take stock and fulfil your re-clarified purpose through new roles and activities. Typically, this event only occurs once in a lifetime, so a coach who is familiar with the terrain is a valuable companion on the new journey.

Becoming a parent is a significant life event often associated with changes in self-identity, values, and priorities that may affect a parent’s decision to return to the workplace. Parental leave coaching supports working parents during their transition to parenthood. It can provide invaluable practical and emotional support for parents, easing the transition out of and back into work as well as helping parents re-connect with their professional identities and re-negotiate their work-life balance in light of their new roles. By doing so, parental leave coaching improves employee retention, productivity, and satisfaction, benefitting both individuals and the wider organisation.

Illustrative coaching process

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Initial call

Preliminary call to understand your context and what you would like to achieve.

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Preparation

Chemistry sessions with matched coaches to establish a good fit.

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Phase 1

Early meetings to focus on building rapport, setting goals and selecting frameworks that will shape the overall coaching process.

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Phase 2

Subsequent meetings to build resources, overcome obstacles and progress towards goals.

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Review

Consolidation of the journey and next steps.

Personal Coaching Case Studies

Succession coaching to support transition into a divisional COO role

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When trust is lost

The client was a longstanding executive committee member at a global asset manager. The client…

Career transition for an investor

The client was an experienced investor with a strong career at Europe-based asset managers
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