Professional Development

Our Professional Development Practice operates like a boutique consulting firm with the express aim of helping our clients retain and develop their employees. The Professional Development work we execute for our clients is highly customized and deeply informed by our knowledge of the financial services industry. Our work is focused on soft skills. Due to our flexible, scalable and bespoke solutions, we can work with organizations anywhere on the spectrum, from start-ups to multi-billion dollar funds. Our expertise in a wide variety of employee development topics ensures that we provide our clients with well-rounded and effective solutions.

Areas of Expertise

Our Practice focuses on 1-on-1 Executive Coaching, small group Facilitation, as well as, HR & People Management Consultancy projects.


Executive/Senior Leader
New Leader/Manager Transition

Skills Development

Communication Skills (Presenting, Influencing, Writing, Media Preparation, Conducting Meetings)
Interpersonal Skills (Handling Conflicts, Building Relationships)
Resilience & Mindset (Emotional Intelligence, Responding to Change & Ambiguity)

Leadership Development

Driving Change
Developing a Flexible Leadership Style
Managing Team Dynamics
Developing Others (Coaching Skills, Giving Feedback Effectively, Inspiring & Motivating Others to High Performance)
Managing Performance (Conducting Year-End Reviews, Delegation & Empowerment)

Team Development

Customized Team Effectiveness Workshops/Off-sites

HR Consulting

Creating and Implementing an Effective Performance Management Process
Performing a Training/Professional Development Needs Assessment for a firm or department
Establishing a Succession Plan and a Top Talent Program

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Practice Areas