Case Studies

Case Study 6

Success to Significance

For more than 10 years we have enjoyed a wonderful relationship with an ongoing client and friend. Ken began working with us when he was a Senior Training Consultant for one of the largest Wealth Management companies in Canada. Ken referred us to one of their senior wealth managers operating a practice in Ontario. Ben was well respected, successful and charming. He had built up a thriving practice based not only on ability and charm but also hard work and integrity.

In our first conversation Ben very clearly laid out the situation for me. He was working with the organization to develop a succession plan. His partner was going to be taking on more of the day-to-day responsibilities and Ben was going to reduce his working time from 6 days a week to 4 days and gradually he would retire. Ben told me in the first call that his wife did not believe he could relax into a new lifestyle. He asked whether I believed he could achieve that goal? I asked him what he thought. He told me he thought he could do it, so I agreed to become his coach.

Before I began to coach Ben I sent out a Confidentiality Agreement and the Life Balance Wheel to be completed by our next conversation.

Our first coaching session will probably stay in my mind for a very long time. Since our initial conversation Ben had gone to see his friend and physician regarding chest pains. After all the tests the doctor told Ben that he had blocked arteries, would have stents inserted in them and would have to change his lifestyle. What hit both of us between the eyes was this. The doctor told Ben that if he didn’t change his workaholic ways, he would “not get to watch his new grandson grow older.” Ben’s love for his family was evident from the beginning. Suddenly we both grasped the serious responsibility we both had to help him learn to laugh, relax and stay healthy for the loves of his life, his family.

We did have a lot of fun and laughs over the next 2 years. We also had very frank conversations on every aspect of Ben’s work and his life. I came to admire, respect and care for the character of this lovely family man. He came to find ways to enjoy his family while still having time to see that his clients were well cared for in their retirement.

Read More Case Studies

Need a succession plan?