To work with a team of four Investment Managers, to help them to become more aware of their strengths and weaknesses within their roles, and to use the coaching process to address these.
The company’s ultimate aim was to drive business development, increase productivity and enhance the client’s experience. In the past, traditional training has been used to try to deal with issues such as poor time management and organisational skills, gaps in knowledge and soft skills such as building rapport with clients, but this had not made any real and lasting impact on the team’s behaviour or attitude.
“I asked Kate to come into work with my team to support them with major changes taking place within our industry, as well as helping them to become better at what they do, how they work and the service we offer as a whole. Kate was able to get to the heart of the different challenges the team was facing very quickly, while at the same time, gaining the trust and confidence of them all. She has helped the team to become more efficient with their time, more aware of their strengths and weaknesses and how to deal with these and this has had a direct result on the improved service they provide to clients, both new and existing. I have noticed significant changes in the way they are all working and the team unanimously agreed on how beneficial this process has been for them. I would not hesitate to recommend Kate and the service she offers.”
Mr Peter Horton, Divisional Director, Investec Wealth and Investement