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

而過去三年沒有購買商業(yè)教練的理財師來說，他們中許多也一直都在接受由企業(yè)提供的商業(yè)教練培訓(xùn)。這批人中接近三分之二表示公司為他們提供了從實踐管理，業(yè)務(wù)拓展，以及溝通技巧等商業(yè)教練培訓(xùn)課程。

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance. However, most financial advisors purchase coaching services with the intent of becoming more successful. This can mean a number of things such as more assets under management, working with wealthier clients, and, often critically, becoming wealthier in their own right.

理財師們選擇教練服務(wù)原因各異，比如希望在生活和工作之間達到更好的平衡。然而，大部分理財師購買教練服務(wù)是為了更加成功，比如讓旗下管理更多的資產(chǎn)，吸引更富有的客戶，往往更重要的是，讓自己個人變得更加富有。

那么，這些種類繁多的教練課程效果如何呢？研究發(fā)現(xiàn)，這些教練課程對某些理財師來說可能是浪費金錢與時間，沒有讓他們變得更成功。但往往這種結(jié)果是由于教練服務(wù)的質(zhì)量抑或理財師缺乏動力， 沒有持續(xù)堅持跟進導(dǎo)致的。一位在加利福尼亞州圣路易斯奧比斯堡授課的領(lǐng)導(dǎo)力教練查爾斯o費爾特曼（Charles Feltman）認為，最大的誤區(qū)莫過于期望立竿見影。另外一類嚴重的錯誤是不認真對待課程，或縮短和取消上課時間。

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)，如果理財師選擇的教練是以過程為導(dǎo)向，向?qū)W員提供經(jīng)驗證的最佳實踐模式，那么理財師會在事業(yè)上取得突出的進步。

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師中97%的人愿意再次購買。因為這些理財師發(fā)現(xiàn)他們通過教練課程獲得了顯著的巨大價值。

詞匯解析：

process oriented 過程導(dǎo)向

empirically-derived? 實證推導(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."

在理財顧問領(lǐng)域， 最佳實務(wù)范例有許多種類。業(yè)務(wù)拓展計劃可謂是最吸引人和最具有影響力的一種。"大多數(shù)理財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，因為這兩個技能互為補充，可以讓理財師持續(xù)拓展和開發(fā)新的業(yè)務(wù)關(guān)系。"個人財富雜志執(zhí)行主編，高凈值市場專家Hannah Shaw Grove說道。"對于理財師來說，許多技能都會對工作有所幫助，但經(jīng)實證得出，實地應(yīng)用驗證過，可以量化結(jié)果的方法是理財師學(xué)習的很好開端"。

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，教練課程對理財師來說非常具有價值，當前存在許多優(yōu)秀的理財師教練和培訓(xùn)課程，"如果理財師能夠?qū)Ｗ⑻嵘约?，同時教練很好地教導(dǎo)并督促學(xué)員，那么理財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