In a study that involved 803 financial advisors, 22% of those surveyed paid for business coaching services within the last three years. Taking into account the three financial advisor business models, a quarter of investment managers, 17% of wealth managers, and 13% of financial advisors in multi-family offices used paid business coaches. Paid coaching can take a number of forms from one-on-one meetings, coaching programs with multiple attendees, and telephone and E-coaching.

通過一項(xiàng)對(duì)美國(guó)803名理財(cái)師的研究發(fā)現(xiàn)，22%的理財(cái)師在過去三年個(gè)人購買過商業(yè)教練服務(wù)。從三種理財(cái)顧問商業(yè)模式來看，25%的投資經(jīng)理人，17%的財(cái)富管理人以及13%為多戶家族理財(cái)室工作的理財(cái)師分別購買過教練服務(wù)。教練服務(wù)有多種形式，有一對(duì)一輔導(dǎo)，多人參加的培訓(xùn)課程以及電話或網(wǎng)絡(luò)輔導(dǎo)。

詞匯解析：

business coaching service 商業(yè)教練服務(wù)     

take sth into account  考慮到.....

attendee 出席者

On the other hand, financial advisors that have engaged coaches who are process oriented and are delivering empirically-derived best practices have been shown to achieve considerable improvements in their businesses.

另一方面，研究發(fā)現(xiàn)，如果理財(cái)師選擇的教練是以過程為導(dǎo)向，向?qū)W員提供經(jīng)驗(yàn)證的最佳實(shí)踐模式，那么理財(cái)師會(huì)在事業(yè)上取得突出的進(jìn)步。

What is very remarkable is that 97% of the financial advisors who engaged a paid business coach are willing to be do it again. These financial advisors find they receive considerable value from business coaches.

十分引人注目的是購買過教練課的理財(cái)師中97%的人愿意再次購買。因?yàn)檫@些理財(cái)師發(fā)現(xiàn)他們通過教練課程獲得了顯著的巨大價(jià)值。

詞匯解析：

process oriented 過程導(dǎo)向

empirically-derived  實(shí)證推導(dǎo)的

remarkable 引人注目的

There are a number of variations when it comes to best practices in the financial advisory universe. Business development initiatives are the most appealing and capable of having the greatest impact. “Most advisory professionals want to do a better job finding and working with wealthy clients. The most effective methods relate to networking and profiling because the skills complement one another allowing a practitioner to continually create and expand relationships for new business,” explains Hannah Shaw Grove, an expert on the high-net-worth markets and executive editor of Private Wealth magazine. “Many techniques work, but empirically-derived and field-proven methodologies that can quantify results are a great place to start.”

在理財(cái)顧問領(lǐng)域， 最佳實(shí)務(wù)范例有許多種類。業(yè)務(wù)拓展計(jì)劃可謂是最吸引人和最具有影響力的一種?！按蠖鄶?shù)理財(cái)顧問希望尋找更多的富有客戶并與之合作，而最有效的途徑則包括人際關(guān)系網(wǎng)的構(gòu)建與信息數(shù)據(jù)分析，因?yàn)檫@兩個(gè)技能互為補(bǔ)充，可以讓理財(cái)師持續(xù)拓展和開發(fā)新的業(yè)務(wù)關(guān)系?！眰€(gè)人財(cái)富雜志執(zhí)行主編，高凈值市場(chǎng)專家Hannah Shaw Grove說道?！皩?duì)于理財(cái)師來說，許多技能都會(huì)對(duì)工作有所幫助，但經(jīng)實(shí)證得出，實(shí)地應(yīng)用驗(yàn)證過，可以量化結(jié)果的方法是理財(cái)師學(xué)習(xí)的很好開端”。

In conclusion, coaching can be very valuable and while there are quite a number of exceptional coaches and coaching programs for financial advisors, “The best results happen when the financial advisor is committed to improving and the coach is able to teach and facilitate,” says Scott West, managing director of Invesco Consulting. 

總之，教練課程對(duì)理財(cái)師來說非常具有價(jià)值，當(dāng)前存在許多優(yōu)秀的理財(cái)師教練和培訓(xùn)課程，“如果理財(cái)師能夠?qū)Ｗ⑻嵘约?，同時(shí)教練很好地教導(dǎo)并督促學(xué)員，那么理財(cái)師就可以從教練課程中獲得最佳結(jié)果?！?Invesco Consulting 常務(wù)董事Scott West說道。 

詞匯解 析：

methodology  方法

quantify  量化

facilitate 促進(jìn)