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Financial Services

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Financial Ascents

Our packages, or Mountaintop Ascents, are proven combinations of dynamic presentations related to your company’s specific needs and accompanying, facilitated consulting projects to implement those concepts. To help you ascend higher in your career, our packages are customizable. Please contact us to discuss your goals and choose your Mountaintop Ascent.

TRAINING ASCENTS FOR GROUPS

We’ll teach you how to achieve your goals through interactive, practical workshops.

Consulting Ascents FOR TEAMS & LEADERS

We’ll provide in-depth analysis and solutions to achieve your organization’s goals.

Building Engaged, Strengths-Based Teams

A Gallup-Certified Strengths Coach leads teams to leverage the unique talents of each individual and build a highly engaged organizational culture.

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Business Development Action Plan

We provide a practical, customized Business Development Action Plan to enhance your marketing and growth initiatives.

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Branding & Competitive Analysis

Based on in-depth research and analysis, we provide a clear brand message and positioning to effectively articulate your organization’s capabilities and value-add.

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Strategic Plan

We provide the practical, customized road map teams, organizations, and leaders need for business growth and success.

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Marketing Plan

Together, we will work with your team to determine what differentiates you from your competitors and develop a customized plan that includes actionable steps to achieve marketing success.

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COACHING ASCENTS FOR INDIVIDUALS

We’ll work with you one-on-one to achieve your professional goals.

Executive Coaching

We provide structured, personalized leadership development and strategic career management support for financial industry leaders.

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External Impact Coaching

We offer professionals successful methods to become civic leaders and build the profile of their financial organizations, including client development through strategic external involvement.

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Business Development Coaching

We give successful professionals the practical skills and confidence to become rainmakers through a personalized, high-impact one-on-one coaching program.

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LinkedIn Profile Writing & Personal Branding

We empower professionals to confidently communicate their value online through the strategic development and use of LinkedIn profiles.

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Personalized Action Planning

Dive into a streamlined, intensive action planning process focused on strategic career management, personal branding, and the development of a personalized Action Plan.

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StrengthsFinder Coaching

A one-on-one coaching program, led by a Gallup-Certified Strengths Coach, helps successful leaders do more, better and develop an authentic road map for achieving your most important professional goals.

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Career Transition Coaching

We provide individuals with the guidance, tools, and resources needed to successfully navigate a career transition, whether that be a promotion, a job change, or an industry pivot.

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Trusted By

We help high-achieving professionals in the nation’s most recognized law firms, financial institutions, and businesses scale the heights of career success and personal fulfillment.

Every mountaintop is within your reach if you just keep climbing.

Barry Finlay

Testimonials

Mountaintop Consulting quickly mastered my practice and market. Within weeks, they had assessed where I stood within that market and had a plan to differentiate me. Together we created a specific business-development plan that fit my personality. I have been following that plan, and the results continue to exceed my expectations.

— Dane Ball, Partner, Smyser Kaplan & Veselka L.L.P.

Precious is one of the most savvy marketing persons I know. She provides on-the-spot, intuitive and practical advice to lawyers about marketing. She understands lawyers. She is a lawyer. She understands business. She’s been at the top of business, too. She can see both sides and helps lawyers bridge the gap. I appreciate her insights every time we talk.

— Andrea "AJ" Johnson, Senior Director, Kane Russell, Coleman & Logan

Ready for your Ascent?

Take the first steps. We can help you reach higher peaks in your career.