Who will benefit?

Individuals: All those in the field of Finance where a personal interface leads to business, and who want to jump-start their book of business with personal coaching in any area, including those in fintech, banking, credit unions, wealth advisor staff, mortgage companies and brokerage firms' with client- interfacing teams.

Teams: Teams of the above groups can also book sessions to attend together so further bonding happens as learning happens.

These sessions are separate from sessions offered under contract with your company, though many of those initial and followup sessions cover the ‘help’ areas below.

Individuals: 40 minute sessions; Teams: 1 1/2 hour sessions. There are sample topics of interest below but we customize our coaching/consulting program for you. Our Individual and team consulting is part mentoring and part coaching, but always solution-driven.

How they will benefit

Solution-driven: Digging deeply beyond goals to change mindsets that lead to success. We start with what someone (or a team) wants to achieve, whether corporate goals or personal goals to drive behavioral changes that heighten performance in corporate goals; Then we use 40+ years of experience in management and direct client business to bring creative new solutions and design an execution and follow-up plan.

Areas of interest for additional guidance/coaching

Going beyond goals and into the essence of client needs:

• Serving the core needs of clients in order to build relationships and build a successful book of business.

• A change of mindset to drive relationship-based behavior.

• Relationship-building behavior that also showcases knowledge and ability to execute fast.

• Tips on creating opportunities to meet clients.

• Tips on grabbing the opportunity to close.

• Tips on ending a meeting yet a path stays open for a next contact.

• Graceful ways to ask for referrals.

• Examples of what to say and how (via short cases and role play examples).

• Systematic outreach efforts.

• A specific deal or client you need where you seek coaching and guidance help.