Client satisfaction, succession planning, tax reform, Brexit, and AI taking over jobs that people have done in the past are just a few of the things that are top of mind for leaders in the finance world today.
Many Financial Leaders, like our clients, are wondering:
- How do we stay ahead of the curve?
- How do we provide greater client satisfaction?
- What will our world continue to look like with Brexit and AI?
We partnered with a leading Accounting Firm to develop the Core Leaders of newly promoted Directors.
The problem: Newly-promoted Directors needed a way to learn and apply new client skills if they were to grow to the next level of firm partner. The client determined that implementing a standardized relationship-building process across the firm would be vital to its future success but they needed a way to make it practical and real for each Director.
The Coaching Right Now solution: Recently promoted Directors across several regions were nominated to participate in a Coaching Right Now virtual coaching program focused on Building Effective Client Relationships and working to apply the framework that was rolled out internally.