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Engagement Summaries

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Business, Brand, & HR Strategy Aligned By Executive Coaching
Transform A Financial Services Firm


How Practical, Focused, Advice Based On Deep Strategic Expertise
Started A Growing Global Brand!


The Situation:

    • A new Chairman
• Decades of cost-cutting
• A portfolio of dozens of acquired brands
• A need to break out of a regional image and footprint
• A desire to stay independent

The Challenge:

     • Work with the Chairman to rapidly implement his growth strategy
• Engage the senior leaders in execution
   — Focus employees across businesses on delivering the new
       brand to each and every client
   — Invest in growth businesses without diminishing the performance
       of mature businesses
   — Drive revenue - fast and inexpensively

The Solution

     • Engage the top forty leaders through one-on-one coaching
   — Focus first on their real life personal and business challenges
      and objectives
   — Help them achieve early successes
• Use client data to define and build commitment to the umbrella
  brand and its economic value
• Implement leader led learning & communication for all 30,000
  employees
   — Focus each employee on what must be done to build client
      loyalty and sustained profitable growth
   — Drive real work and accountability
   — Learn & communicate in the workplace—not the classroom

The Results:

     • Committed engaged leaders
• A global brand driving a well managed portfolio of businesses
• The financial impact of acquiring a $450M business with an 18% ROE

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