Financial Products

A leading provider of investment risk management services.

The company was in process the of doubling its size over a three year period. Top management wanted to continue growth, but a lack of management training was seen as holding them back.

Following several discussions with senior management, Affiliate proposed and facilitated the Team Leadership process for three new managers in Sales and Marketing. The Management process was then facilitated for seven additional middle managers. Initial engagement also led to three months of Coaching to all of the participants. In addition, Affiliate provided ADVanced Insights Profiles for four new hires.

The Sales department has grown the business by 20% over the past six months based on new client investments under management.