Coaching On Purpose

Increase the ROI of Your People.

Zig Ziglar said it best, “You don’t build a business. You build people, and then the people build the business.” As we work with financial professionals and institutions, we’ve come to believe that statement more than ever. Since a company’s greatest asset is their people, we believe that by improving the performance of the people we can increase the return on investment of the team.

Coaching on Purpose is a Zig Ziglar Legacy Certified business consultancy that combines executive coaching, organizational workshops, and program evaluations, with the timeless principles of personal motivation, professional development, and industry-specific tools for measuring marketplace productivity and institutional profitability.

Building Winning Relationships 

Relationships mean everything in life. Learning how to build winning relationships at home and work is key to achieving success in every industry. Winning relationships with others can strengthen your network of contacts personally and open endless opportunities in business through referrals.

How well you get along with your boss, your team, your customers, your friends, and your family, will determine your accomplishments and fulfillment in life.

In Building Winning Relationships, you will learn:

  • The four steps to building strong, healthy relationships
  • The difference between responding and reacting
  • The power of service and the Golden Rule
  • The consequences of blaming people
  • How to develop the good in others

Building the Best You

Is it possible to be happy, healthy, and prosperous? Your future is determined by choice, not chance. Attitude matters more than circumstances. You can take charge of your life and business by climbing the stairway to success, with small, consistent steps in a focused direction.

In the Building the Best You presentation, you will learn:

  • How the Transform Vision formula pulls you toward the desired result
  • The three essential virtues of an “Ideal Team Player”
  • Discover your DISC personality temperament
  • Master the eight dimensions of leadership
  • The four disciplines of execution

Goal Setting and Achievement

Do you have goals in life? Unless you have clear, specific goals set, you are less likely to realize the maximum potential that lies within you. The dictionary says that a goal is an aim or purpose. A goal can be described as a dream with a deadline. Goals connect our passions to a plan of action for achieving them.

In the Goal Setting and Achievement presentation, you will learn:

  • The four primary reasons people don’t set goals and how to overcome them
  • The simple seven-step formula for setting and achieving any goal you set
  • How to develop a growth mindset and overcome a fixed mindset
  • How to persist through adversity with passion and purpose
  • The seven spokes you need to have a balanced Wheel of Life

Vision, Passion, Capacity (Vision, Mission, Values) 

A clear vision gives hope for the future and empowers you and your team in the present. The more specific you are on whom you intend to serve, how you intend to help them, where you plan to provide the product or services – the better. These questions answer the need or needs you plan to meet for others through your financial institution.

This exercise of meaningful “visioneering” by senior leadership will serve multiple purposes. It will align your organizational team and birth a new passion for meeting the needs and making a difference in the communities in which you serve.


  • Unique Value Proposition
  • Self-Limiting Boundaries
  • Clearly Defined Goals
  • Focused Direction


  • Organizational Alignment
  • Market Specialization
  • Personal Fulfillment
  • Mission Statement


  • Connection with Others
  • Uncommon Results
  • Purposeful Action
  • Shared Mission

Detox, Deliverance, Discovery 

Executive coaching that helps senior leaders of financial institutions to remove roadblocks and obstacles, develop a compelling vision, and discover more profound meaning and significance in life and work.

Call us toll-free at 866-490-4233 or email us at