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 Financial
Conversations ®
Coaches
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Andrea
White
is a Master Certified Coach, a Certified Professional Co-Active Coach, and
President of Financial Conversations®,
a Business by Design company.
She
works with individual and groups of financial advisors
as they seek to incorporate coaching/life planning
skills and practices into their work.
Andrea
has been coaching for six years, and has 25 years
of experience in sales and marketing. Most
recently, she was director of marketing and business
development for a large accounting firm.
Andrea
earned a B.A. in Social Welfare and an M.B.A., both
from Arizona State University. She brings
extensive experience in working in the Phoenix area
and the financial services industry.
Andrea is a member of Financial Planning Association
of Greater Phoenix. She is the project manager
on a CFP(tm) Board of Examiners project to determine
the "Antecedents of Trust in the Client-Planner
Relationship." You can reach Andrea at awhite@financialconversations.com.
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Donna
Krone, CPCC, CFP
Ms.
Krone is a Certified Professional Coach, a Certified
Financial Planner and owner of TLL Coaching and
Consulting. After eighteen years of running a successful
financial planning practice and now as a professional
coach who is totally committed to the profession,
she is thrilled to be able to bring these two worlds
together. . "Both coaching and financial planning
can bring so much to an individual's life. They
make a beautiful marriage when integrated in just
the right way!"
Donna
has a unique blend of skill sets and is known for
her compassionate yet challenging presence as a
coach. She has advanced training in Relationship
and Organizational Systems Coaching and is currently
participating in CTI's (Coaches Training Institute)
ten month leadership program. Donna is on the board
of directors as treasurer for the Life Planning
Network and is a member of the International Coach
Federation. Donna offers one-on-one coaching, training
classes for coaches and advisors and various workshops
for Financial Advisors and their clients. You can
reach Donna at dkrone@financialconversations.com.
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Donna Dobrovich
Donna works with both management personnel and financial advisors to support them in building powerful relationships and communication skills with clients, customers, colleagues and employees. Donna supports her clients in achieving their business- related and personal goals.
Donna has been a certified coach since 1999, and has almost twenty years of experience in organizational development, leadership and team development. Prior to becoming a full time coach, Donna was a member of the executive team in a global telecommunications company.
Donna has a B.A. in psychology from the University of Maryland and a Masters degree in Social Psychology from Arizona State University. Donna specializes in helping individuals and teams in many different industries develop strong partnerships and relationships with key people in their work and personal lives. The clients she works with, such as financial advisors, typically have strong content knowledge in their industry, and she partners with them to achieve even stronger relationship-building skills. You can reach Donna at ddobrovich@financialconversations.com.
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Richard
Haasnoot previously
was a senior executive for 16 years at Procter &
Gamble and then ten years at the Gallo Winery.
Today, Richard focuses on three major areas.
First, he is a writer with three management books
published by major publishers. His fourth
book will be published next month via an innovative
publishing model he invented. Second, he provides
one of the most powerful and innovative creative
and inventing services for small to large businesses.
This proprietary process generates ten times the
number of ideas compared to traditional brainstorming.
Third, he is an adjunct professor in the school
of management at Arizona State University's west
campus. He teaches global management courses
to upper level students.
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Debra Exner
is a Certified Professional Co-Active Coach and a Professional Certified Coach. After twenty years of running a successful computer training and consulting business and leadership roles in many community and professional organizations, Debra completed the Coaches Training Institute's certification program. She is also an Authorized Now What Facilitator. She is the VP of Membership for the Phoenix Chapter of the International Coach Federation and a mentor for the Arizona Small Business Association. She can be reached at dexner@financialconversations.com.
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Learn more about our programs.
And let us show you how coaching and using effective coaching skills
can help you become
an even more successful Financial Advisor.
Contact Financial
Conversations®: 480.777.8876
E-mail info@financialconversations.com
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