fact_checkWhat the role involves

1. 01

   Before coaching begins, the coach is responsible for agreeing roles, responsibilities, confidentiality, financial terms, and other engagement conditions with the client and any sponsor.

   responsibility

2. 02

   The coach works with the client to identify goals, conduct an initial assessment, hold regular sessions, track progress, and evaluate outcomes.

   task

alt_routeWhat shapes the decisions

1. 01

   Investor coaches must manage conflicts created by multiple roles, financial interests, sponsor relationships, or overlapping professional relationships.

   concern

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