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Coaching

Coaching is all about helping people get from where they are to where they want to be in a clear, no nonsense, yet supportive manner. It means having confidential communication, being supportive, being honest, being dependable, being discreet and trustworthy, being clear and accountable.

Please read further to hear what my clients have to say.


"I enjoyed reading your new book, The Million Dollar Practice. Your common sense, disciplined approach helped me achieve Chairman's Club status the last couple of years. Thanks Again."

James F. Fasi
Senior Vice President - Investments
Senior Portfolio Manager
UBS


I have worked with Paul since about 1991. I needed to turn around a serious slump in my business. Paul's Coaching was the solution for me. I started in the business is 1979. My business grew rapidly from 90,000 gross in 1980 to 1.1 million in 1988. Market conditions combined with personal problems caused me to lose focus. My business dropped steadily: 1.0mill in 89, 900m in 90, 800m in 1991 and dropping. My personal finances were not in great shape either. Our expenses exceeded income and net worth was dropping.

Paul spent an entire day (about 12 hours) with me going over each of my clients. As I told him about a client, Paul asked how much business they were doing and what they might do if I gave them more attention. Once he had a clear picture of my clients and their potential to add to my income Paul outlined a business plan to target the clients with the most potential to do business. As my finances were in disarray we also worked on that. Paul came to my house, met with my wife and the three of us discussed a spending plan we could live with while anticipating the future upturn in income. I have continued to meet with Paul each quarter as a CEO meets with his Board of Directors. We start our meetings talking about where I stand in relation to goals I set. We do a sometimes difficult attribution analysis. We end up brainstorming for new ideas and better methods.

Since starting to work with Paul my gross has doubled and my net worth is up ten fold. I am very happy with the relationship. Invariably people ask me: Why couldn't you do that yourself instead of hiring someone else. Theoretically I could. I never got around to it. I was too busy earning a living to make any money or have any fun. The same thing happened with a personal trainer. I never got around to losing weight or getting in shape until I was paying for appointments with a personal trainer.

Mike Giordano, Senior Vice President, UBS


Our group has been using Paul since January 2000, and some of the factors driving our success are a result of consulting with Paul. Paul gives us an opportunity to step back and take a strategic look at our business, and ultimately address issues we feel will make a significant positive impact. Before using Paul, we would be less likely to take the time out to analyze the business metrics and structure we needed to understand and focus on to be prepared for the next levels of production. As a result we have a specific long-term game plan incorporating our entire team. Without the coach's help we would clearly not be as successful. When was the last time your firm (or you) took a whole day to analyze and help you structure your business to focus on the most important elements of success?

Brett D. Clifford, Managing Director, Investment Services Group, a major Wall Street firm


In this ever-changing investment landscape, many financial consultants flounder because they lack direction. This was what happened to our team before we started working with Paul Williams. Our business had mushroomed, but we couldn't take it to the next level because we weren't focused. Every day we reacted to our business instead of taking control. Paul sat down with us and discussed the need for a business plan and clearly defined roles for all team members. In addition, his Coaching helped us to determine specific team objectives and goals. The most important thing for our team was now we were accountable to someone for the milestones we had put to paper. This fact helped our team work more efficiently and cohesively.

Stephen J. Kelly
Director
Credit Suisse First Boston


My experience using Paul Williams as a coach was an extremely positive one, with excellent results. The benefits were great. My "business vision and plan" became more clarified and focused; Paul's guidance helped me to realize what is most important to me, and my life... He is a very effective coach and counselor, extremely intuitive, and a wonderful communicator. Using Paul Williams was one of the smartest business decisions I ever made.... I highly recommend any advisor looking to improve their business- and their life- to use him.

Maureen Bundick White, Vice President Investments, UBS


Paul! We work together because you know our business, you listen very well, and you are good at drawing timely ideas out of our conversations. Our talks are always valuable, even though I often go into our calls with zero expectations.

Thanks for being there when I need you,

George Page, Senior Vice President Investments, UBS


"Paul's personal listening style allows him to get involved with my thinking process, drawing the critical issues out for us to focus on as a team. We started working with Paul in 1990 and over the last ten years we have increased sales four fold, added new products, opened up new markets and increased net income ten fold. Having his advice and counsel and being a sounding board for me has been invaluable."

Ed Vaniman, President, Vaniman Manufacturing Company


It is not because he is an expert in my product, micro-abrasive blasting, that I have worked with Paul Williams for the past 11 years. It is that he causes me to recognize what I already know, and then act on it. He truly is a "catalyst" for pulling the issues out of my subconscious or inactive zones and into an action list. The proof is in the value he has helped me create here at Comco.

Neil Weightman, President, Comco Inc.


Paul, I ran across some notes that I had taken from several of my sessions with you. You had given me an assignment in the early part of last year when I was dealing with some serious personal issues. Across the top of one page of notes were the words "Celebrate Life" (I remember it feeling a little far fetched considering my circumstances at the time). The assignment was to list the qualities/behavior that I would like to see in my relationship, and then compare the list to my current situation. That was an eye opener! Written on that same page was the following: "be ruthless in your decision-making and compassionate in your execution." It reminded me that you have advised me in so many ways over the past years.

A lot has happened since then! Although I may not have followed every goal and objective we had discussed for the business, things are working out quite nicely. My business will do as much if not more in gross sales than last year despite the fact that many companies are experiencing a significant decline. My personal life has blossomed beyond my wildest dreams and I feel so much better about myself, and what I have to offer.

Much of this has to do with your guidance, support and confidence in me. At first I thought it a bit odd that so much of our discussions were focused on the personal side. Now I know that in order to be truly successful I need to find balance in my life, not throw myself into work at the expense of everything else. You have helped me do that in a huge way! You provided me with the stepping stones in which to get to where I am today. You are very intuitive, providing me with a fresh outlook on both the professional and personal aspects of my life. Thanks for all that you have done for me.

Sue Callinan, President, Sign Age, Inc.