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Leadership Solutions

Top performing organizations depend on great leadership

Effective leaders know that the secret to their success is a combination of discipline, preparation, and opportunity. In financial services, the many challenges also reveal many potential opportunities. Forward-looking institutions and service organizations recognize they can improve leadership success by focusing on preparation – with robust leadership training programs – to propel their leaders ahead of expectations.

Today’s leaders require both subject-matter expertise and proficiencies in listening, empathy, thinking, assessment, evaluation, collaboration, inspiration, strategy-to-execution vision, and perhaps most importantly, communication. These essentials need to be distilled and delivered into operationally practical programs.

With the breadth and scope of our leadership work in leading banking, insurance, merchant service, and other financial service firms across the world, we’ve built those solutions for you. In the world of organization leadership strategies, we’ve become an essential guide, provider, and trusted partner for our clients.

Our Solutions

Lead with intention and proficiency

Case Studies

Explore our real-world client success stories

Business Impact

Understanding Customer-Centered Sales Culture at a Large Bank Holding Company

A leader in the financial services industry wanted to create a learning solution that would provide employees with a foundational understanding of the retail sales culture.
Read the case story

Insight & Innovation

Discover thought-leadership from our clients and team of experts.

Business As Unusual: Rewriting the Rules of Leadership

Anyone who has ever been a leader knows it comes with as many challenges as it does benefits. But few could have imagined the way leaders have been tested as they’ve navigated the cataclysmic impact of a global pandemic.

Episode #35 | Future-proof Your Career

During turbulent times many people are worried about the future of their careers. By redirecting the worry to empowerment, organizations and individuals can help create better career development practices. In this podcast on how to future-proof your career, Keith Keating…

Addressing Personal Bias and Microaggressions

Whether or not we’d like to admit it, we all carry bias. As adults, we can become less aware, or unconscious, of our own biases, which can create unintentional discriminatory responses toward others, also known as microaggressions. Bias and microaggressions occur everywhere, even in the workplace. Our consistent goal is to uncover our biases and move to change them, and in turn, reduce the potential for microaggressions. During a recent panel discussion, we interviewed three industry leaders to gain insights on their experience and explore this topic.