With Erin Rocchio, Managing Partner of Evolution

Overview

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Many advisors reach a crossroads at some point in their careers, and it’s often rooted in the fear of the unknown.

While they may be dissatisfied with the firm they work for, they’re challenged by the “what ifs.” So much so, that they often can’t see “what could be.”

Yet, every day, there are advisors who choose to transition to another firm or model and ultimately transform their business lives.

How do they do it? Is it courage? Will? Knowledge? Or something else entirely?

Coach and Managing Partner of Evolution Erin Rocchio joins Mindy Diamond to explore the topic.

Erin has a unique knack for helping people dig deep and break free of the inertia that prevents them from moving forward. She and Mindy discuss strategies that she employs with her clients to create transformational change in our business lives, including:

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• Acknowledging fear—and how it can leave you paralyzed and stuck in a place that you’re not happy with.
  
• Fostering an open mind—and how that will help you navigate out of your comfort zone.
  
• Embracing the “white space”—and why it should be a life-long practice to help you manage risk.
  
• Managing ambiguity and anxiety—and how we’re not wired to handle as much as we accept.
  
• Maintaining stability through change—and how to find a “middle ground.”
  
• Determining readiness for change—and how to identify if you should stay or go.
  

Ultimately, as Erin shares, there is a trade-off of comfort now for something more compelling in the future—but how do you manage that process? Listen in to learn actionable strategies and techniques that she employs with her coaching clients to help them get “unstuck”—and change “what if” to “what could be.”

Products: www.ourwholenessatwork.com

Coaching Services: www.Evolution.team

LinkedIn: https://www.linkedin.com/company/evolution-service-corporation/

Enneagram X Burnout Card Deck

108 Mindful Practices for Sustained Wellbeing

https://ourwholenessatwork.com/pages/enneagram-burnout-card-deck

Burnout Recovery Circles

https://evolution.team/wholeness-at-work-burnout-recovery-circles

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Erin Rocchio, MPOD

Principal, Executive, and Team Coach

EXPERIENCE

For over fifteen years, Erin has worked with executives across industries to find the sweet spot between business results and personal meaning. She designs and delivers transformational leader, team, and organization development in line with business strategy. Released in 2020, Erin’s inaugural publication, Wholeness at Work: Free Yourself from Burnout for Good, addresses the science behind workplace burnout. She explores the symptoms, sources, and solutions across three levels: individual, relational, and systemic. Her Roadmap to Wholeness supports leaders in finding a lifelong path to sustainable well-being in their work.

Erin’s clients are curious, values-driven, emotionally intelligent leaders up to big things. She works with C-level executives at billion-dollar companies and founders of proven start-ups, helping them cultivate sustainable, high-performing leadership

teams based on metrics that drive engagement and results. Erin brings a philosophical orientation to her work rooted in Appreciative Inquiry (strengths-based change), the Enneagram personality system, Integral theory, and neuroscience-based organizational and leadership wellbeing.

PARTNERSHIP

Erin is a Managing Partner at Evolution, a coaching, consulting, and investment firm that partners with start-up and high-growth companies to drive long-term, holistic success through developing leadership, alignment and culture. Evolution works exclusively with companies that strive to be iconic, world-enriching, evolutionary businesses.

Erin’s clients include Snap, Glassdoor, Medtronic, City of Hope, Uber, Seattle Children’s Hospital, Cornerstone On Demand, Amazon Games, Retool, Companion Pet Partners, Slack, Abercrombie, Girl Scouts San Diego, Altana AI, Open AI, Research Affiliates, and Udemy.

EDUCATION

Erin earned a Bachelor of Science in Education and Social Policy from Northwestern University, and a Master of Science in Positive Organization Development and Change (MPOD) from Case Western Reserve University’s Weatherhead School of Management. While at Northwestern, Erin was an elite student-athlete, helping to build its Women’s Softball program to national distinction.

Erin is a certified Integral Coach with Integral Coaching Canada and a Senior Member of the Enneagram in Business Network. She holds additional certifications in Advanced Coaching with the Enneagram, a robust personality typing system (via Enneagram in Business) and Developing Leadership with Emotional Intelligence (via CWRU). Erin is also a member of the Organizational Development Network and International Positive Psychology Association. Erin is a graduate of Landmark Education’s Team, Management and Leadership Program, and is an avid fan of mindfulness and self-compassion meditation.

PERSONAL

Erin enjoys her free time watching her two young daughters discover the wonders of life around them.  Erin also has a soft spot for talking global politics and poetry. More than ever, she is an advocate for the development of young women as leaders in their communities.

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