Approach

We work within the business to identify the current state and then in conjunction with the business leaders determine “What” the “Future State” might be and then together map out “How’ to get there. This requires an interactive and adaptive approach, working closely with business leaders, on their business and introspectively with management and staff to effect change. This is provided through business coaching, executive coaching and program management of the road map.

Our principals are degree qualified but most importantly they don’t just have text book knowledge, they have practical hands on experience. This means that our clients get access to insights from people who have on average 30 years’ experience building and developing businesses, coaching teams and being at the forefront of innovation. We believe that life experiences in a variety of complex business realities provide our clients with the insight that can assist them in any change process or coaching outcome.
We also utilise people tools using practical  instruments such as:-
– Spiral Dynamics
– Neuro linguistic programming
– VAK (Representational systems)
– Myers-Briggs

The above instruments are not the panacea for business and people solutions and are only representative of what we can provide. Essentially people are at the core of all business improvement and our focus is on their development in line with process that perpetuates the outcome.

Services

We currently offer a range of services aimed at business growth and improvement, sales innovation and coaching.
Here is a snapshot of the services provided:-

Business Services

We provide a range of business services including personal development at an executive and staff level.
– Business analysis, strategy and outcome pathways
– Business process improvement
– Executive coaching
– Sales Process improvement
– Effective communication
– Account management process
– Goal setting
– Sales coaching

Presentation skills workshop 2017

Financial Services

Having more that 30 years industry experience we can tailor programs and coaching to enhance financial services businesses, financial planners, sales staff and the executive.
Some of the areas we specialise in are:-

• Capability development
• Sales programs
• Adviser engagement
• Bespoke adviser development programs and coaching
• Product launch strategies
• Executive coaching
• Sales incentive schemes
• Strategic marketing
• Corporate and business advisory
• Platform presentations
• Value add Adviser workshops

Interview on Singapore savings behaviour

Accountant Advisory Program

The program is tailored to meet the accountants needs and assists the business to identify change management requirements to transition to advisory. This includes core dependencies from business structure and support, value proposition, service offer, fee structure, staff capability, client demographic to marketing and software integration.

Executive Recruitment & Outplacement

We have formed a strategic alliance with Lena Coates of Coates & Associates to provide Executive search, Outplacement and Career management in the Financial cervices industry.

3rd party lectures, workshops and seminars

Topics covered include:
– Behavioural finance
– A fool and their money are soon parted
– Presentation skills
– Communication skills
– How do my customers see me
– Sales and influencing skills
– Language patterns
– Influencing and overcoming objections