{"id":9950,"date":"2023-08-03T11:15:00","date_gmt":"2023-08-03T16:15:00","guid":{"rendered":"https:\/\/www.figmarketing.com\/blog\/?p=9950"},"modified":"2024-02-22T10:46:13","modified_gmt":"2024-02-22T15:46:13","slug":"put-me-in-coach-or-consultant","status":"publish","type":"post","link":"https:\/\/www.figmarketing.com\/blog\/put-me-in-coach-or-consultant\/","title":{"rendered":"Do You Need a Business Coach or Business Consultant?"},"content":{"rendered":"\n<p><em>Updated September 22, 2023, at 1:01 PM<\/em><\/p>\n\n\n\n<p>Picture this: Your financial firm is having its best year ever. You\u2019re fully staffed. Referral business is good. You walk into your office and the team greets you with smiles and an enthusiastic \u201cGood morning, boss!\u201d<\/p>\n\n\n\n<p>Everything seems to be running smoothly.<\/p>\n\n\n\n<p>You start digging into your email and find one with this subject line: <em>\u201cWhat is the delay?\u201d<\/em> Then another email a few lines down reads: <em>\u201cCancel our agreement.\u201d<\/em> The sad news is that you see these subject lines all too often.<\/p>\n\n\n\n<!--more-->\n\n\n\n<p>You know your firm isn\u2019t delivering the timely, quality service that clients demand today. No matter what you do (work more hours, revise systems, or change bonus plans), the problem continues to get worse and it\u2019s starting to reflect in your online reviews. You realize you must get in front of this issue sooner rather than later.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Should I Hire a <strong>Business Coach or Business Consultant?<\/strong><\/h2>\n\n\n\n<p>Do you partner with a business coach or hire a business consultant? And what\u2019s the difference between them? Many small business owners have spent a great deal of time and money by choosing incorrectly.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-large is-resized\"><a href=\"https:\/\/engage.figmarketing.com\/acton\/fs\/blocks\/showLandingPage\/a\/39120\/p\/p-0155\/t\/page\/fm\/0\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2022\/10\/BP-Surge-Inset1-10.18.22.png\" alt=\"surge 20.20 growth process blog call to action to download guide\" class=\"wp-image-11862\" width=\"300\" height=\"300\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2022\/10\/BP-Surge-Inset1-10.18.22.png 650w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2022\/10\/BP-Surge-Inset1-10.18.22-300x300.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2022\/10\/BP-Surge-Inset1-10.18.22-150x150.png 150w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2022\/10\/BP-Surge-Inset1-10.18.22-585x585.png 585w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>To save you time, frustration, and expenses, we\u2019ll help determine the differences between a consulting relationship and a coaching relationship.<\/p>\n\n\n\n<ul><li><strong>A coach<\/strong> is <em>individual-focused<\/em> and teaches their clients how to solve specific problems, concerns, or issues.<\/li><li><strong>A consultant<\/strong> is <em>problem-focused<\/em> and solves problems for their clients with recommendations.<\/li><li>In a coaching relationship, the <strong>financial professional is regarded as the expert.<\/strong> The coach <em>guides<\/em> the financial professional to help solve their problems or obtain a specific outcome.<\/li><li>In a consulting relationship, the <strong>consultant is regarded as the expert<\/strong> who will provide the <em>recommendations<\/em> to solve the problem or obtain a specific outcome.<\/li><li><strong>However, both provide accountability, which is key to successful implementation.<\/strong><\/li><\/ul>\n\n\n\n<p>The following list and table provide a more comprehensive comparison of coaches versus consultants.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Before choosing the right path, you should:<\/strong><\/h5>\n\n\n\n<ol type=\"1\"><li>Have a general idea of the problem or problems you\u2019re trying to solve to improve your business.<\/li><li>Be self-aware and understand which type of relationship fits your style better.<\/li><li><a href=\"https:\/\/www.surgebc.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Contact our business consulting experts<\/strong><\/a> and we can assist you in making these critical decisions. We have access to a full suite of expert-led coaching and consulting options for our partnered financial professionals.<\/li><\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Related: <a href=\"https:\/\/www.figmarketing.com\/blog\/what-performance-reviews-gutters-have-in-common\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Performance Reviews &amp; Gutters Have in Common<\/a><\/h4>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Do You Need a Business Consultant or a Business Coach?<\/strong><\/h2>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/11\/SURGE-WP-Coach-Or-Consultant-Table.png\" alt=\"comparison chart of needing a business coach or business consultant\" class=\"wp-image-9951\" width=\"620\" height=\"615\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/11\/SURGE-WP-Coach-Or-Consultant-Table.png 720w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/11\/SURGE-WP-Coach-Or-Consultant-Table-300x298.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/11\/SURGE-WP-Coach-Or-Consultant-Table-150x150.png 150w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/11\/SURGE-WP-Coach-Or-Consultant-Table-585x580.png 585w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Consulting vs. Coaching<\/strong><\/h2>\n\n\n\n<p>Not all consulting and coaching relationships are as clearly defined as this chart. In some cases, you may find relationships that overlap each other. <\/p>\n\n\n\n<p><strong><a href=\"https:\/\/calendly.com\/dave-hostetler\/30-minute-meeting\" target=\"_blank\" rel=\"noreferrer noopener\">Reach out to us today<\/a><\/strong> to learn more about the processes and which solution fits you best, or click the image below to show interest in our business consulting services (plus, you&#8217;ll receive a free download of the Surge 20.20 Process to see how it works).<\/p>\n\n\n\n<h4 class=\"has-text-align-center wp-block-heading\">Keep Reading: <a href=\"https:\/\/www.figmarketing.com\/blog\/how-to-get-your-business-in-order-before-buying-or-selling\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Get Your Business in Order Before Buying or Selling<\/a><\/h4>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/engage.figmarketing.com\/acton\/fs\/blocks\/showLandingPage\/a\/39120\/p\/p-0155\/t\/page\/fm\/0\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2023\/05\/Surge-Infographic-Blog-CTA.png\" alt=\"\" class=\"wp-image-12590\" width=\"512\" height=\"183\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2023\/05\/Surge-Infographic-Blog-CTA.png 1024w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2023\/05\/Surge-Infographic-Blog-CTA-300x107.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2023\/05\/Surge-Infographic-Blog-CTA-768x275.png 768w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2023\/05\/Surge-Infographic-Blog-CTA-585x209.png 585w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/www.figmarketing.com\/#!\/Landing\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-1024x408.png\" alt=\"Financial Independence logo\" class=\"wp-image-13542\" width=\"256\" height=\"102\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-1024x408.png 1024w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-300x119.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-768x306.png 768w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-1536x612.png 1536w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-1170x466.png 1170w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full-585x233.png 585w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2024\/02\/FIG-Logo-Navy-Full.png 1650w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-size:10px\"><em>The content is for information purposes only and not intended to be investment, tax, or legal advice. The views and opinions expressed herein belong solely to the author\u2014Surge Business Consulting\u00a9 2021.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Updated September 22, 2023, at 1:01 PM Picture this: Your financial firm is having its best year ever. You\u2019re fully staffed. Referral business is good. You walk into your office and the&hellip;<\/p>\n","protected":false},"author":59,"featured_media":9952,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[364],"tags":[530,86,250,379,388],"acf":[],"_links":{"self":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9950"}],"collection":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/users\/59"}],"replies":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/comments?post=9950"}],"version-history":[{"count":14,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9950\/revisions"}],"predecessor-version":[{"id":13583,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9950\/revisions\/13583"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/media\/9952"}],"wp:attachment":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/media?parent=9950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/categories?post=9950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/tags?post=9950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}