Here are what a few clients have to say about the process:
“I hired Barbara Stewart as a coach at a time when I was having difficulty thinking strategically about my future due to a multitude of current, unresolved issues. I was unable to get past the little things in order to focus on longer term goals and objectives. I gave little thought to how I wanted my life to be both now and in the future. Barbara helped me begin to think and operate in a different manner that made it possible for me to resolve the current issues and to develop a clearer vision of my future. Barbara’s coaching process is very professional, productive and personal. She is always well prepared for our phone conferences and schedules our appointments at times that work best for me. I heartily recommend Barbara to anyone who is truly interested in resolving issues and creating a better life and future for themselves."
Owner, Strata Business Consultants
“I recently had the pleasure to engage Barbara in facilitating our annual strategic planning retreat. For a number of years our organization has built mid and long term plans during this retreat. However, we continually struggled with maintaining the appropriate mix of creative thinking and staying on task with our objectives during this time of planning. This challenge motivated us to search for someone who could lead a group of “strong minded leaders”. Barbara is this leader. She stepped in and helped guide us to our most successful retreat. Barbara facilitated completing the writing of our strategic plan while fostering an atmosphere of relational growth among the team. If one is in search of a coach/facilitator that can move beyond clichés and handle strong personalities and tackle real issues facing a team, then I highly recommend talking with Barbara. She most definitely has extensive leadership and organizational skills, but more importantly she knows how to utilize them for the benefit of the team.”
Cole Campbell, CFP®, ChFC, CLU, CASL
Capstone Wealth Group an office of MetLife
In his role as President of the Houston Financial Planning Association
“I hired Barbara as my company was facing an imposed and short deadline for many of our clients. I needed help managing the process and keeping the team motivated as we climbed this steep mountain, and quickly. The coaching process gave me an outlet to express my fears and trepidations without endangering our company’s morale. Barbara and I closed every call with specific management tools and “to do’s” to achieve the short and long-term goals. Every call left me feeling encouraged and armed. We made our deadline, created work that made us all proud, strengthened our team, and accomplished more than we ever thought possible. I would absolutely recommend others use Barbara, who provides the needed skills: how to listen, focus on the important (and often unsaid) issues, and a complete understanding of the business/finance world. Her use of humor is an added bonus.”
Owner, The Advisor’s Resource, Inc.
“Working with you exceeded my expectations. I hired you because I was unfulfilled professionally and wanted to do something about it. You provided a fresh perspective and a holistic approach to achieving happiness, both professionally and personally. The Clean Sweep is a great tool. Thanks for the objectivity, challenging me to think outside of the box, and your genuine interest in my success.”
Vice President, Lending.