Success Case
Leadership Development & Executive Coaching in Global Financial Services
Industry
Global Finance Services
Duration
Ongoing Partnership
Services
Signature Executive Coaching
Shift Positive 360

Overview
A leading financial services firm partnered with us to deliver executive coaching and leadership development services, transforming senior leaders into visionary executives who pair deep technical expertise with the ability to inspire & lead at the highest levels.
Challenges
- Leadership Skill Gaps
While technically exceptional, senior leaders needed to elevate their influence and mobilize their teams effectively. - Inconsistent Onboarding
Newly appointed executives required tailored onboarding to identify and cultivate leadership capabilities with the highest impact. - Succession Planning
The organization sought to build a future-ready leadership pipeline to ensure sustained excellence and business continuity.
Objectives
- Develop advanced leadership capabilities, empowering leaders with skills to think strategically and lead with greater influence.
- Pinpoint high-impact development areas to enhance effectiveness and prepare leaders for future opportunities within the organization.
- Ensure leadership development aligns seamlessly with organizational goals and priorities.
- Elevate organizational performance and leadership impact.
Solutions
- Signature Executive Coaching Programs
- Focused alignment with stakeholders and organizational priorities.
- Jump Start Coaching Initiative
- Tailored support for onboarding senior executives.
- Facilitate seamless adaptation to the company’s culture.
- Shift Positive 360
- Accelerate results by engaging stakeholders.
- Ensure alignment with business goals and strategic priorities.
- Assessment Tools
- Inspired Leader & Performance Questionnaire (ILPQ).
- VIA Pro Strengths assessment.
Our Impact
What Clients Say
Transformative Leadership Insights
"Challenged to look at myself through a new lens."
"Phenomenal experience to dissect myself as a leader."
Accelerated Growth and Impactful Conversations
"Coaching accelerated conversations that might not have happened."
"Leadership, done correctly, requires discipline."
Enhanced Self-Awareness and Strategic Tools
"I look at leadership from an entirely different perspective."
"I have tools to help me navigate using my leadership strengths."
Empowered to Lead and Shape my Career
"Inspired the courage to 'take the wheel.'"
"Empowered to control my career and use the power of my voice."
Quantitative Results
- Number of coaching programs: 34+
- Number of shift reports: 8
- 100% of leaders feel inspired by their deeper understanding of leadership concepts and report behavior change within their roles.
- Leaders report an average 11% increase in the ability to lead change and navigate complex, unpredictable environments, a 19.6% increase in agility and influence in service of executing results, and a 20.8% increase in the ability to develop people and systems to drive organizational goals forward.