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    • Aug 21
    • 3 min read

“How to Implement an Effective Internal Coaching Program in the Workplace” with Moira Klein-Swormink



Summary:

This week on The UpLevel Podcast, let’s explore how coaching skills and competencies can be tailored to meet an organization's unique needs for achieving sustainable business results. Our guest is Moira Klein-Swormink, who brings her dynamic energy and extensive experience to our conversation on coaching within corporate environments. Moira shares her journey from working in Advertising alongside our host Christie at Cossette Communications in their early careers to becoming the principal of Canada Branch Development at Edward Jones. Pulling from 24 years of memories, Moira reflects on how coaching principles have been instrumental in her personal growth and a key driver for professional development and organizational success.


Tune into this incredible episode and learn from one of the most confident and compassionate professionals in the coaching field.


In this Episode:

  • Hear Moira and Christie reminisce about their early careers and discover how Christie played as a coach for Moira during her formative years, helping her uncover authentic self-expression through personal exploration.

  • Learn how coaching was introduced into Edward Jones and its impact on financial advisors.

  • Hear about Coach U and their methodologies that differ from the Co-Active approach.

  • Uncover the tactics employed by Moira to justify continued investment in coaching programs amidst various organizational challenges.

  • Hear the strategies used by Edward Jones to apply coaching principles effectively within different contexts while maintaining alignment with company goals.

  • Learn the importance of acknowledging emotions in the workplace and fine-tuning listening capabilities for better team dynamics.

Order of Topics:

  • Personal Discovery through Coaching

  • Early Career Leadership Challenges

  • The Emergence of Coaching in Financial Planning

  • Coaching's Exponential Impact

  • Cultivating Key Skills Through Coaching

  • Embracing Emotion and Listening Skills

  • Intangible Benefits to Tangible Results of Coaching

  • Recognition and Feedback

  • Adapting Coaching Principles Across Roles

  • Internal Advocacy for Coaching Programs

Action Items:

  • Seek Coaching Skills Training

  • Practice Active Listening

  • Foster an Empathetic Work Culture

  • Implement Regular Feedback Sessions

  • Align Coaching Goals with Organizational Objectives

  • Measure R.O.I. of Coaching Initiatives

  • Adopt a Question-Based Leadership Approach

  • Recognize Team Achievements Publicly and Privately

  • Promote Self-Awareness Among Team Members

  • Embrace Diverse Perspectives Within Teams

  • Develop Emotional Intelligence Skills

  • Start Small With Coaching Practices

  • Pay Attention and Be Specific When Providing Feedback

  • Investigate the Internal Coaching Program

  • Encourage Continuous Learning

About Moira:

Moira is a people-first, results-driven leader who is most satisfied when she is doing a million different things. She loves to learn and is constantly seeking ways to connect with others to gain exposure to new perspectives, activities, and opportunities – and to unlock hidden potential. Moira is passionate about people and possibilities – something that coaching has amplified for her throughout her career.


Moira joined Edward Jones – a wealth management company – in January 2016, planning to stay for two years to build out the performance and coaching teams in Canada - that was 8 years ago! She became a partner at the firm in 2022 and currently leads Canada Branch Development. In this role, Moira is responsible for Practice Management Coaching & Consulting, Performance Management, Talent Acquisition & Learning for the Financial Advisors and Client Support Team Members across Canada. 

Prior to Jones, Moira worked at BMO Financial Group in various roles across the company. She left BMO and started a consulting, coaching & training practice to be around for her young children – and to gain exposure to new builder opportunities with start-ups in various fields.


Moira holds an Honors Bachelor of Arts from Western University and a Master of Business Administration from Dalhousie University. 


Moira is actively engaged in the industry and the community, serving in an advisory board role at Oakville's Fare Share Food Bank. She was most recently appointed to the FP Canada Board of Directors. 


Moira's favorite work is raising three confident, compassionate, and capable children who she argues also help raise her!



🎉 The UpLevel Podcast was listed as one of the Top 10 Best Coaching Culture Podcasts!!!!!


About UpLevel Productions: Founded by Christie Mann, MA, CPCC, PCC, and Rachel Baldi, CPCC, PCC, UpLevel creates, produces, and delivers Transformative Experiences, Workshops, Training, Events + Media that develop leaders who make our world a healthier, more alive, and connected place to be. As Associate CTI Faculty Partners, UpLevel is licensed to sell, produce, and deliver Co-Active coach training and leadership development programs around the world to support the transformational growth of individuals and culture inside the workplace and organization. www.uplevelproductions.com Instagram @uplevelproductions Facebook & LinkedIn @uplevelproductionscompany




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