Episode 23 – Executive Coaching Pt.2 with Joseph King Barkley

In episode 22 Joseph King Barkley returns to discuss Vision to Victory: Unleashing Leadership Potential and Becoming the Best Version of YOU!

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.

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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

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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