Meet Your Coach

With Michael Rose Coaching, you’ll receive the counsel, nurturing support and gentle prodding of a gifted coach with decades of experience helping busy professionals create better versions of themselves and their organizations. Relying on a client-tested blend of structured exercises, penetrating questions and open dialogue, we’ll chase after the mind-body-spirit connections that are uniquely your own – the collective experiences that get you into the end zone with a huge smile, a warm heart and no regrets.

retirement assistance coach

Coaching Skills: The Softer Side

Perhaps the best way to describe the warm and approachable side of coaching is to rely on Clifton’s StrengthsFinder. This is an assessment tool developed by the Gallop organization that identifies one’s top five strengths.

This is me:

  1. Empathy: the ability to understand and share the feelings of another; to see the world through their eyes and share their perspective.
  2. Relator: able to build strong connections with people from a variety of backgrounds; comfortable with intimacy.
  3. Intellection: enjoy lots of alone time for musing and reflection; pose questions to myself and try out various answers; like to think.
  4. Connectedness: believe things happen for a reason because we are all connected.
  5. Strategic: sort through clutter and find the best route; able to see patterns where others see complexity.

In addition, my sense of humor is always at the ready, and I have deep, genuine desire to see people live in joy and fulfillment. All these abilities come in terribly handy when helping a client design a rewarding future, wrestle a thorny problem to the ground, or gain insight into a murky issue.

  • I’m a very good listener.
  • I ask insightful questions.
  • I explain things well.
  • I am patient.

I am unreservedly confident I can help you.

Coaching Skills: The Practical Side

For the past 25 years I’ve worked in financial services in the following roles:

  • Executive Business Coach
  • Practice Management Executive
  • Practice Management Consultant
  • Project Manager for Acquisitions
  • Financial Advisor

I hold the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute and a bachelor’s degree in finance from Boston University. I’ve also participated in the Associate Certified Coach program through the International Coaching Federation (ICF).

Prior to my experience in financial services, I was an information systems consultant and application developer.

Throughout my career, I have often worked with hard-charging A types:

  • Senior and mid-level executives, including those in the C-suite
  • Professionals and those who lead professional organizations
  • Business owners

Recently, my focus has been strategy-minded executives who lead thriving financial advisory firms.

Across all these roles, my objective is and always has been the same: guide people from where they are to where they want to be. This can mean very different things depending on circumstances and the personalities involved. Adaptability is key.

retirement preparation coach
retirement planning life coaching michael rose

The Sedona Incident: How I Became a Coach

Many years ago, I took my first trip to Sedona (if you haven’t been, stop what you’re doing right now and book a trip – you’ll thank me for this). Sedona is known to be an alluring place with mysterious energy vortices. We were up for an adventure and had read many glowing reviews, so off we went.

We stayed at a very charming inn that was peaceful and quiet. It featured phenomenal views of the red rocks and ready access to hiking trails. Nature’s gifts, in many forms, were abundant.

In the morning, guests would congregate at the dining room’s large tables to mingle and enjoy a delicious breakfast. One morning, after a few minutes of sharing places to see and things to do, the guy sitting across the table from me said – completely out of the blue, “You should be a coach.” A bit taken aback, I smiled and nodded, and then asked why he thought so. He said something along the lines of “I dunno, I just think you’d be good at it.”

While not particularly revelatory, his comment did plant a seed. I had been mulling over career direction, but not seriously.

Well, fast forward 15 years (why rush into things), and lo and behold, I became a coach.

I’m not entirely certain about serendipity, but I do think things happen for a reason, and I believe strongly in intuition. I’ll never forget that Sedona breakfast conversation and the way it presaged my transition into the best job I’ve ever had.

It is a great joy to have found my calling. I am meant to do this.

Smiling man in headset watch webinar or training on modern computer, male call center agent or telemarketer work consult client online

It’s Not Easy to Find Your Person

It can be difficult to hire someone for any sort of advising, mentoring or coaching role. For these relationships to work well, you must like your person, trust them, have confidence in their wisdom and compassion, and align with how they process and communicate information.

I have been on either side of professional relationships in cases where there was alignment and where there was not. To help you gauge your potential alignment with me, review the dual coaching aspects described above, the practical and the approachable. Does it feel like a right fit to you? For my part, I work best with clients who are reflective, communicative and engaged.

Send Us A Message!

The best years of your life may be in front of you. Reach out and share your story with us. Let’s work together to create a Third Act that joyfully expresses all that you are!

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