Connect with Chris Holman, MCC
Your hub for Chris’s latest work, insights, and ways to get in touch.
These are the best ways to connect with Chris.
For Coaching
As a Master Certified Coach (MCC) and a former financial advisor, Chris brings a combination you rarely find in the coaching world: advanced coaching expertise and firsthand industry experience. The MCC designation reflects thousands of hours of professional coaching at the highest standards of the International Coaching Federation. Pair that with more than 20 years working directly with clients as an advisor, and Chris understands both sides of the discovery conversation—the human dynamics that drive great coaching and the practical realities of running an advisory practice.
Because he has lived the advisor’s day-to-day, his coaching isn’t theoretical. He knows the challenges advisors face, the language they use, and the decisions they make under real-world constraints. That depth of understanding allows him to help advisors strengthen their discovery process, communicate with greater clarity, and build more meaningful client relationships—without generic advice or guesswork.
Book an introduction meeting with Chris via Calendly for more information on his executive coaching availability.
For Speaking
As a Master Certified Coach (MCC), former financial advisor, and author of Discovery Shift, Chris brings a rare combination to the stage: deep coaching expertise, original research, and two decades of real-world advisory experience. His speaking is grounded in the data and human dynamics behind advisor–client conversations—making his presentations both compelling and immediately applicable.
Chris speaks on:
• Communication patterns inside discovery meetings
• Why advisors overestimate (and underestimate) client engagement
• Practical ways to strengthen the discovery conversation
• Advisor–client trust dynamics
• Discovery Shift research and methodology
If you’re organizing a conference, firm event, workshop, or podcast conversation, Chris brings clear insights, a grounded voice, and a research-backed message that helps advisors improve how they engage the people they serve.
For speaking inquiries or event coordination, please book a free introduction meeting or contact Chris directly at [email protected].
Want to work with Chris 1:1 or have him speak at your practice or event? Schedule a free introductory meeting to discuss your options.
Books & Recent Publications
Discovery Shift
Why talking less and listening more wins business.
by Chris Holman, MCC
Discovery Shift shows what’s possible when you slow down and listen differently. Drawing on decades of experience and thousands of coaching conversations, this guide gives you the tools to change how you meet with clients, and what happens next.
