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Career Discovery and Acceleration

We know looking for a new role can be overwhelming and stressful, so your Certified Career Coach will guide you step by step through the three phases of the Institute Success™ career transition process.

What You Receive

Phase 1: Discovering Your Vision for Career Success

Developing self-awareness and discovering your strengths are at the core of finding the right career and role for you. We help you understand and tap into your strengths and skills to realize your success. Your journey begins with you completing the DISC Plus Assessment and from there you will:

  • Meet with your coach to debrief your DISC Plus Profile Report and discover HOW you prefer to get things done and WHY you are motivated to do them.
  • Gain greater clarity on how you can leverage your strengths.
  • Rediscover your dreams and passions.
  • Clarify your vision for success for now and in the future.
  • Uncover how you can align your strengths, skills and values with your career aspirations.

Phase 2: Developing Your Marketing Plan and Personal Brand

Your Certified Career Coach will partner with you to create an action plan that clearly identifies what to do, whom to target, and what to say. Your coach will also hold you accountable to stay on track and motivated. Your comprehensive plan may include:

  • Clarifying your target market and network.
  • Identifying strategies for reaching out to your network.
  • Providing tips and tools for you to feel comfortable and professional, when presenting yourself to others.
  • Developing your SOAR stories, your unique positioning statement, marketing materials, and 20-second introduction.
  • Engaging your contacts through emails, informational meetings, social networking, and other activities to establish and grow your network and lead you to the next step in your career.

Phase 3: Crafting Your Professional Resume, Cover Letter, and LinkedIn Profile

Our Certified Career Coaches and Certified Professional Resume Writers  know how to help you craft the perfect professionally-branded resume, cover letter, and LinkedIn profile, which includes:

  • Two in-depth conversations with our Certified Professional Resume Writer to develop an impressive, impactful, keyword-rich, ATS-ready resume, a cover letter, and a LinkedIn profile.
  • Tips on how to tweak your resume to best reach your target audiences.
  • Two collaborative edit cycles to finalize content and design.

Your Investment

$2,695 (8 sessions + 2 edit rounds) Includes DISC Plus Profile Report and personal debrief session with your coach; Discovering your Vision for Career Success; Developing your Marketing Plan and Personal Brand; and Crafting Your Professional Resume, Cover Letter, and LinkedIn profile. We’ve bundled three services together to save you $300 (if purchased separately)!

Are you ready?

Step 1: Purchase Your Coaching Package

Purchase Career Discovery and Acceleration and get started today.  

Step 2: Complete Your Assessment

Complete your DISC Plus Assessment to receive your personalized report. 

Step 3: Schedule Your Session

Select a convenient time to meet with your Certified Career Coach. 

Step 4: Meet with Your Coach

Meet one-on-one with your coach via Video or Phone.  

Client Stories

“After my fourteen-year stint on the Charlotte City Council, I was in a quandary about what I would do in the next chapter of my life. I wanted something that was challenging, fun and fulfilling, and would use my skill set I had developed. My Institute Success™ coach ushered me through a series of exercises that led me to open Wheeler Communication Group, LLC, which is a dream come true for me. My coach’s help was invaluable!”

Lynn Wheeler, Former Mayor Pro Tem

“My inability to gain employment was not due to inexperience or education but rather my inability to stand out from the crowd. Only two short months after I was referred to Institute Success™, I secured a position with Bank of America. I am so grateful to my coach for unlocking my professional potential. I believe firmly that without the support of my coach, I would not have been able to transform my career.”

Michael Bechtel, Mortgage Loan Officer, Bank of America

“Having recently sold my small businesses, I arrived in Charlotte with a vision of what I wanted to accomplish as a next step in my career. My Institute Success™ coach was instrumental in helping me to first gain clarity about what success looked like for me. Then, we co-created a plan to achieve my vision. My coach led me through a process that heightened my self awareness, taught me effective networking strategies, and—most importantly—held me accountable for taking action. My coach was a voice of reason and a friend throughout my career transition. I highly recommend Institute Success™ for career and business coaching because the insights and experiences I received were invaluable and I am forever grateful.”

Jim McManus, Career Client

“I had the opportunity to work with Institute Success™ to achieve one of my most important career goals--what was it?  My coach’s unique style inspired me to achieve more results than I could have ever imagined.  He was a great listener and provided me with practical solutions that worked for me. I totally endorse Institute Success™ for career coaching.”

Khaled Alhamzawi, Branch Manager, Coram Healthcare

“The greatest benefit I received from working with my Institute Success™ coach for two years was the ability to clearly see possibilities and opportunities that weren’t obvious to me. Anyone wanting to make a career change—but not knowing exactly how to start—would definitely gain value from speaking with an Institute Success™ Coach. Your confidence will soar when you partner with a coach who believes in your ability to achieve success and reminds you to not settle for anything less than your passionate best!”

Cathy Crosby, VP, Bank of America                                                                                                                               

Scott Wachtel

“After making the decision to transition out of a 24-year career in retail management, I enlisted the help of Institute Success™ for career coaching. To say that my coach was helpful in orchestrating my transition to a successful conclusion would be a monumental understatement.  My coach was able to take a process—that to me, was wrought with the unknown, the undesirable, and downright scary—and distill it to an easy-to-digest, methodical, and engaging process that I was eager to participate in. My coach understood my situation in every sense of the word and he was a true professional. I cannot recommend Institute Success™ highly enough and would strongly urge anyone who is considering a change in career to seek out their counsel ASAP.”

Scott Wachtel, Senior Loan Officer at Fairway

Todd Mengert

“I started coaching with Institute Success™ after a career setback required me to refocus my career. My coach held me accountable for setting attainable, measurable goals and set me on path to success. From my interactions with my coach, I have developed a stronger toolbox, gained more self-awareness, and acquired a positive outlook to succeed in both my career and personal life. I would recommend Institute Success™ to anyone looking to grow their business or personal excellence. I have only experienced a small part of what I am capable of and I thank my Institute Success™ coach for the momentum.”

Todd Mengert, Global Quality Manager at Eminess Technologies, Inc.

“To say Institute Success™ helped me succeed through a challenging career transition would be a massive understatement. I met with my coach at a critical point in my career and through his guidance and advice, I gained the clarity I needed to make the best decision for me, and my family. With both confidence and conviction, I recommend Institute Success™ for anyone who needs a little help along the way with their career direction and strategy.”

Mike Dinerman, Director, Business Development

Ira Bass

“In the course of a lifetime, you may meet only a few people who have a profound impact on you.  For me, Harvey Smith is one of those individuals. I can’t imagine what my life and career would look like without him. When I met Harvey, I was considering my next career move and I really had no idea how to go about finding a career in which I could leverage my strengths, be my own boss, and earn an income that satisfied my financial needs. Once Harvey partnered with me, I gained clarity about my vision for career success and we designed a strategy for implementing a plan and creating the business and career of my dreams. My company, IB Media helps businesses and individuals leverage LinkedIn to propel their businesses and careers forward. Without Harvey’s brilliant coaching, I probably would not have achieved my success as quickly as I did. I call Harvey him my conscience that sits on my shoulder.  He has given me the tools and ongoing encouragement to continue to succeed regardless of the challenges encountered along the way. Through hard work and being challenged along the way, clarity of vision is the end result. I’ve told numerous friends and associates about Harvey and what he has meant to me. I can honestly say that my success is a testament to Harvey’s skillful coaching and his unwavering desire for every client to succeed.”

Ira Bass, CEO, IB Media LLC and Connect To Success


What if I want to reach out to my coach between sessions?

There is no additional charge for five to 10 minute calls or emails between coaching sessions. In fact, we encourage you to keep the conversation going with your coach.  


What if I want to cancel my agreement?

Either party can cancel the agreement at any time without penalty. Please contact us to work out the details.

I have never used Zoom before, what do I need to do?

Zoom is a great way to have a face-to-face or phone meeting with your coach regardless of your proximity to each other. You will receive a link to the Zoom conference along with instructions for downloading Zoom and logging in. Your coach will join you there and answer any questions that you may have about navigating or using Zoom. If you want to learn more, visit the Zoom Help Center.