Coaching...is for smart, busy people looking to get focus and direction back into their lives.

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What clients say about Sales Coaching Worx


“I successfully changed my style of micromanaging my team and instead work as a team empowering each other and holding each other accountable.I have learnt to let go, trust my staff and give them autonomy to complete the task. We focus on FUN in the workplace and I am doing my best to give the team challenges to grow.

I want to acknowledge myself for better time management, prioritising, handling interruptions, managing my clients and not allowing my clients to manage me, staying in the Important and Non Urgent quadrant,having the confidence for asking for referrals.

A calmer workplace,calmer days and a calmer self.

Now that we have the systems in place and the skills from my invaluable coaching I know I will increase my turnover."

- Peggy Phillips, Director


"Just won an Apex Award (Top 10 new advisers) and a Bronze for medium size adviser businesses, not bad for my 1st year. Achieved all my goals we set.

What a story for your coaching practice, Kerry."

- Guy Kerr Phillips, Financial Adviser


"After a poor April 2009, fantastic May, and below average June and July, my performance for the months of August, September, and October was back to where it should be and back on track to emulate my best ever year.

The three things I learnt about myself during the coaching were:

a)  Absolute confidence in my ability
b)  Knowing how important my role is to my clients
c) Knowing that the world is my oyster and unlimited earning potential

Three things I want to celebrate:

a) A very good three months’ production during the coaching period after below average production in April,June and July
b) My personal growth and development through challenging times, maintaining my faith and being relentless
c) Getting back on track for achieving my long term sales goal .

Three things I want to acknowledge my coach for:

a) Her professional attitude and approach
b) Her objectivity and listening ability
c) Her enthusiasm and strong will to achieve herself

My goal outcomes - goal one 90% achieved, goal two 100% achieved and goal three  90% achieved.

In conclusion, the coaching was an overwhelming success and my wife and business partner is on the verge of starting her programme."  

- Tony Gill, Financial Adviser


"It has been immensely useful working with Kerry over the last 12 weeks.

Starting out with the aim of achieving a number of goals, it was an interesting & satisfying path to completing them all successfully.

I have ended my course confident in my ability to handle tasks which in the past had seemed difficult and sometimes daunting with efficiency and ease.

I enjoyed Kerry’s approach - honest and empathetic.

A fresh approach to solving any problem and yes - Integrity!"

- Fiona Webb, Producer


"Thankyou for keeping things real and being a good listener, you brought structure and accountability to my days, setting goals and creating pathways, making suggestions and encouraging my performance.

I enjoyed the sessions and benefited greatly.

Keep it up and best of luck!"

- Matthew Pike, Financial Adviser


"I have had the pleasure of going through one of Kerry’s coaching programmes.

I set myself (with Kerry’s guidance) some goals to be achieved in 3 months.

With her help and understanding I feel I achieved these goals, some of which I thought were a little out of reach.
Kerry is a great listener and is able to work with you in a positive and professional manner no matter what is going on in her or my life.

I would recommend anyone who is in sales (and not necessarily struggling) to go through a coaching course with Kerry; she has a long background in sales and is able to help you achieve what you set out to do, which is very good, especially being able to talk to someone who understands what a sales person isgoing through on a day to day basis, and relating stories about her experiences to help you to understand and realise your potential."

- Mat Page, Insurance Adviser


"Kerry Swan worked with me as my business coach for a period of six months.  The monthly meetings were professional and inspiring.  She helped me to see my strengths and this gave me the confidence to have the best six months of insurance selling in my career.  Not only did I enjoy my work for the first time in a long time, but I made some good money. 

She helped me focus on what was important and to let go of the rest.  When something didn’t go to plan, she made me feel special, motivated me and supported me into changing focused in a positive way.  She is an awesome listener and easy to talk to and I always felt heard.

She supported my creative ways but kept me focussed on doing tasks on a daily basis, which I struggled with and didn’t enjoy doing.  However, with some encouragement done in her non-invasive way I got the basics done and made money. 

She is not afraid to say the obvious regardless of how it may make me feel, as she has a job to do and does it well.  I miss working with her, as she is also great at giving positive feedback and I always left our meetings feeling like I could do anything. 

Thank you Kerry and I am so happy you are doing what you are so good at doing! People need you!"

- Tanya McQueen, Auckland


"Through a work initiative I have had the opportunity to have Kerry Swan as my coach for the past six months. During this time we have worked on two business goals and one personal goal, all of which have had successful outcomes.

I found Kerry to be very easy to talk to and a very astute listener. Kerry seemed to be able to get straight to the heart of the matter at hand. Her questions were thought provoking and challenging on a personal level, yet we still had fun.

Kerry has a positive outlook on life which shows through in the coaching sessions. I am not a negative person, but am constantly in awe of her ability to rephrase something into a more positive manner.

Kerry has helped me to develop a different way of thinking about work issues and has assisted me in developing some specific skills to use in the future.

I feel very privileged to have had the opportunity to have worked with Kerry, and I will really miss our coaching sessions. I highly recommend Kerry to anyone considering coaching in either professional or personal capacities."

- Dawn Gibbs, Management Accountant

Coaching...  is for smart, busy people looking to get focus and direction back into their lives.

My Credentials:

Member of ICF - International Coaching Federation

NZ Mentoring Centre:
Masterclass
Professional Mentoring
Skills Certificate

RCS - Intensive Coach Training Certificate

Licensee Accreditation - Integrity and Values Profiling Tool

Dip Teaching

Project K Future Leaders Certificate

Financial Services Quals



"Through a work initiative I have had the opportunity to have Kerry Swan as my coach for the past six months. During this time we have worked on two business goals and one personal goal, all of which have had successful outcomes.

I found Kerry to be very easy to talk to and a very astute listener. Kerry seemed to be able to get straight to the heart of the matter at hand. Her questions were thought provoking and challenging on a personal level, yet we still had fun.

Kerry has a positive outlook on life which shows through in the coaching sessions. I am not a negative person, but am constantly in awe of her ability to rephrase something into a more positive manner.

Kerry has helped me to develop a different way of thinking about work issues and has assisted me in developing some specific skills to use in the future.

I feel very privileged to have had the opportunity to have worked with Kerry, and I will really miss our coaching sessions. I highly recommend Kerry to anyone considering coaching in either professional or personal capacities."

- Dawn Gibbs
Management Accountant