Exceed Targets Consistently In A Demanding Market

Coaching for private bankers who want to fast-track their sales growth and achieve long-term success

  • Increase Assets Under Management (AUM)

  • Boost Sales

  • Maximize Client Share of Wallet

Private bankers operate in a highly competitive environment, where it's challenging to turn prospects into profitable clients.

Without formal coaching, the pressure to exceed targets yearly among fierce competition is overwhelming.

We offer customized coaching solutions based on the PROFIT model to identify bankers' specifc challenges and develop tailored roadmaps to overcome them so that they can stand out with clients and grow their books continuously in a demanding market.

Exceeding Targets Should Empower Not Exhaust

Your bankers need a personalized strategy to effortlessly get and retain top clients

The PROFIT model sets a solid foundation for the coaching process by thoroughly exploring the client’s unique situation, and outlining the next steps that empower them to consistently achieve their goals with ease.

P — Purpose: Identify a clear goal

R — Reality: Clarify current resources, competencies, and skills

O — Obstacle: Identify obstacles and how to overcome them

F — Formulate options: Create practical possibilities and select the one that is best for the client's goals

I — Implement: Develop a tailored implementation roadmap for executing the desired result

T — Track and refine: Implement the chosen strategy and have an accountability partner to fine-tune and adjust the action plan along the way

1:1 Coaching

To navigate intense competition, and the complexities of the industry, it's essential for bankers to find new ways to stand out.

Business coaching plays a key role in helping private bankersRMs overcome challenges, position themselves as top performers, and achieve long-term success.

Duration: 3 - 6 months

Structure: Weekly or bi-weekly individual coaching sessions, 60 minutes each

Target group: This solution best suits junior to senior-level private bankers, as well as team managers of RMs seeking to sharpen their leadership skills, unlock productivity, and lead a high-performing team

  • Accelerated Growth in Team Performance

    We adhere to the principle of absolute confdentiality and thereby foster growth

  • Expert Led and ICF Certified

    All our coaches are certifed by the International Coaching Federation (ICF)

  • Enhanced Professional Development

    Unlock previously untapped sources of productivity and leadership

Here is how your private bankers will

Deliver Outstanding Results

Step 1: Book a Call

We’ll assess your unique challenges and design a customized program to achieve your strategic objectives.

Step 2: Co-Create Solutions

Through our partnership, we'll help your bankers develop the exact strategies needed to deepen relationships and stay competitive in a high-stakes environment.

Step 3: Achieve Tangible Results

See measurable improvements in client acquisition, retention rates, and your bankers' sales performance.

Achieve Unprecedented Growth

Through Coaching