Financial Services

intensive-business-development-coaching-3

Mountaintop’s Intensive Business Development Coaching Ascent gives successful professionals the practical skills, tools, and confidence they need to become leaders and rainmakers. The Coaching Ascent is tailored to the interests, strengths, and challenges of each participating person. We also invest significant time upfront to ensure our recommendations are consistent with the vision and values of the participant’s firm.

PERFECT FOR

  • Business Teams
  • Company Leaders

Overview

Each Intensive Business Development Coaching Ascent is customized to the participating person to address specific interests, strengths and challenges. Your program would include:

  • One-hour sessions between you and your Coach, spaced approximately one to two sessions per month for a minimum 6-month period
  • Retainer access to your Coach between sessions for consultation
  • Additional “homework” assignments between coaching sessions
  • Initial and periodic follow up meetings with others within your Firm
  • Completion of individualized assessment, including StrengthsFinder 2.0. The findings from the assessment will inform your action plan
  • At the conclusion of your Coaching Ascent, an evaluation of the initial engagement and summary of follow up actions
  • Option to renew at the end of the engagement, if deemed necessary

AT THE SUMMIT

At the summit, you will be able to:

  • Confidently articulate your personal brand during critical business-building interactions
  • Bring in more business and impactfully contribute to the Company’s business development efforts
  • Craft a practical, detailed Plan for business development success

Depending on your needs, a bespoke Coaching Ascent may be a better fit. Please contact us to discuss your goals, so we can recommend the appropriate engagement.

What’s Covered

Our comprehensive Intensive Business Development Coaching Ascent may encompass:

  • Personal branding
  • Communicating your expertise
  • Maximizing existing client relationships
  • Honing listening skills and a client service orientation
  • Inspiring client loyalty
  • Business development targeting
  • Identifying marketing activities that play to your strengths
  • Effective delegation and time management
  • Internal firm marketing and cross-selling
  • Creating personalized action plans for business development
  • Establishing systems for consistent follow up