Client Case Study
Situation
Financial advisors in the service centers of a leading financial services organization were not meeting product promotion goals.
Complications
Financial pressure was mounting to improve performance while key employees were leaving the firm
Approach
Designed and implemented an engagement survey to employees and managers to identify the key reasons for missing sales targets
As a result of employee engagement survey data, key skill deficiencies and employee motivation issues were identified in the sales branches
Developed a customized learning intervention for advisors
Trained supervisors and managers on how to effectively coach and motivate advisors to achieve sales goals.
Results
$250,000 in incremental profit
Met Targets: The next new product promotion implemented after the intervention achieved sales targets
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