Stock Broker
Challenges: He was disorganized, taking on too much work outside of his strengths, and was losing opportunities due to inability to delegate some of his responsibilities.
Action: Over time he was coached through the Leadership Development process, Sales Development process, Strategic Planning process, and Time Strategies Development process.
Result: He is more organized, has an improved relationship with administrative assistant, has begun delegating work, has more time for big-ticket clients, and has helped to grow his client’s investment portfolios from $4M to $8M.


Insurance Company and Broker
Challenges: Company was in need of a Strategic Plan.
Action: Implemented Strategic Planning process, Executive Leadership development process, Management development process, and Leadership development process for staff members.
Result: Completed 95% of strategic plan initiatives, and the team is now functioning at a high level of alignment.