Human Capital Resources, Inc., Introduces New Coaching Program for Bank Investment Professionals, "Coaching For Everyone: Achieving the Next Level".

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"Coaching For Everyone" is a personal improvement program available to bank investment programs or through their product providers. "Coaching For Everyone" will help investment professionals achieve higher levels of career and personal satisfaction and become more productive and fulfilled.

Human Capital Resources, Inc., a national firm specializing in recruiting, testing/evaluations and a wide range of consulting services has introduced Coaching For Everyone™, what it believes is the only Coaching program in existence to focus specifically on improving productivity, motivation, and quality of life for investment professionals and bank investment representatives.

“For the most part, bank investment programs have relied solely on providing product and sales training to improve productivity and performance", stated Paul A. Werlin, President, Human Capital Resources, Inc. "Few Managers have looked at helping their top brokers achieve higher goals, improve performance, and increase career satisfaction through personal coaching.” Coaching for Everyone™ was developed utilizing information collected from interviewing over 1,000 bank investment representatives, input from program mangers, and suggestions from executives at both mutual fund and insurance companies. “Top reps were telling us that their banks don’t do enough to help them grow professionally. They told us that while product and sales training were important, top reps want more help on personal development in areas ranging from dealing with stress, improving organizational skills, to finding more balance in their lives.” John Donovan, VP at HCR added, “We also found that many mutual fund and insurance companies that serve the bank channel were looking for meaningful ways to add value to the bank clients. These firms can provide Coaching For Everyone™ to their bank clients and so provide unique and substantive support that is very cost effective.”

Coaching For Everyone™ is a turnkey program that simplifies the process of providing life-coaching. The Program provides a broad list of prescreened and approved professional coaches from across the country. Using a unique system to find the best coach for each participant, Coaching For Everyone™ is an eight week program with weekly sessions between coach and rep. The program will provide one-on-one coaching on an individualized basis so that reps can start at anytime and there can be literally hundreds in the program simultaneously. While initially focusing on the bank channel, HCR anticipates expanding the program to other financial services sales professionals.

James Nonnengard, National Sales Manager at AmSouth Investment Services in Birmingham AL believes that Coaching For Everyone™ will fill a unique need. “In our investment program we’ve found that top reps are looking for ways to grow professionally and personally. Coaching For Everyone™, with its turnkey approach and one-on-one focus will lead to happier, more “balanced”, and therefore more productive reps”. He continued, “Personal coaching has proved extremely effective with executives and managers in many industries, and of course in athletics like tennis and golf. I’m convinced personal coaching will be equally effective in the bank investment program market. And unlike most training programs or sales conferences, the fact that reps never have to leave their desks is very appealing.”

Human Capital Resources is the premier recruiting, consulting and specialized training firms serving the needs of the bank investment program marketplace since 1995.


Paul A.Werlin, President

John Donovan, Vice President            

Human Capital Resources, Inc.                        

voice 727-898-0212

fax 727-898-0314                     



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