Executive Coaching and Facilitation for Financial Advisors and Leaders Who Want to Elevate Their Impact
Dr. Chaffin coaches financial advisors, executives, and leadership teams to recognize the biases, behaviors, and perceptions that shape their decisions — and build strategies to work with them, not against them.
Inquire About Coaching
Sharpen the client conversation — understand what really drives a client’s risk decisions and how to work with it.
Build self-awareness around bias and judgment under pressure, and lead teams through better decision frameworks.
Bring a shared psychological framework to advisor training, onboarding, and client-facing teams.
Facilitating Leadership Teams, Board Retreats & Off-Sites
Beyond one-on-one coaching, Dr. Chaffin facilitates working sessions for leadership teams and boards — helping groups define what they’re actually working toward and align on how to get there. Drawing on the same goal-setting research behind The Goal Standard, these sessions replace vague strategic language with clear, specific, and achievable goals the whole team owns.
Sessions are built around real decisions in the room: strategic priorities, succession conversations, client experience standards, or how a team wants to operate under pressure. Rather than a lecture, each engagement is structured as a facilitated dialogue — surfacing where a team already agrees, where it doesn’t, and what’s actually in the way of follow-through.
A conversation about your goals, context, and what “better” looks like.
Often grounded in the Money & Risk Inventory™ or a comparable profile.
Ongoing 1:1 sessions, or a facilitated team/board engagement.
Frameworks and goals you take directly into decisions and daily work.
Dr. Charles Chaffin 