Financial Services Industry
The financial services industries - including banking, brokerage, investment banking, and financial planning - are all environments where hiring the right people and knowing how to lead and coach people to high performance is key. We work with financial executives to find and hire top talent, to improve the sales results of their producers, and to help executives to build great teams that consistently produce superior results.
What Clients Have To Say
‘‘As a sales executive, my responsibilities start with initiating and developing strong client relationships. But I also have a responsibility to be an effective leader and coach for my internal team. I found Eric to be a great resource for growing as an internal leader. His approach to coaching is strategic, in that he understands the larger business and organizational issues that affect my team. Eric is personal and practical. He cares that his clients succeed in their careers and in their lives, and this genuine interest comes through in his coaching. Most importantly, he knows how to get results when it comes to people and organizations. I view my work with him as an investment that benefited me and the Bank as a whole.’’
Marilyn Bush
Senior Vice President
Middle Market Banking
Bank of America
"Our bankers are always looking for strategies and tactics they can use to bring the Edward Jones' message to the marketplace. I thought your program on marketing and sales strategy for our bankers was excellent. You painted a picture of the connection between tactical marketing and face-to-face selling that made a lot of sense. You gave us practical ideas that our bankers could begin using right away. And you delivered it in a way that was both motivational and refreshing. Thanks, and we look forward to working with you in the future."
Bret Kimes
General Partner – Investment Banking
Edward Jones
"I've known Eric for many years and whether in formal training settings or informal coaching sessions, he always seems to boil things down to a something that is easy to remember and actionable. Eric provides concise, clear practical advice that can be implemented immediately. I like that he takes the times to learn about my business so that he can condense all the theory into easy-to-follow best practices and good professional habits."
Richard Ryffel
Managing Director -Investment Banking
Edward Jones
‘‘Eric, you did a great job of helping me to simultaneously achieve my business and personal goals. You were honest and challenging but encouraging. I appreciate the fact that you started our work by working to understand me – my strengths, my goals, and my weaknesses. You are highly professional in that you worked quickly and effectively to enable me to achieve my goals – I never felt that you were dragging the process out in order to extend the amount of time that I worked with you. Most importantly, even after our coaching has ended I am operating at a higher level of effectiveness than I was when I started working with you.’’
Tim Salzman
Investment Representative
Edward Jones