Holly C

My coaching experience working with Marsha has been empowering, uplifting, and filled with executive insights that have enabled me to think more strategically as I moved into a new leadership role within my company.

The executive leadership background and experience of my Tier One principal allowed for a coaching opportunity that was perfectly matched with my new role as my role as Diversity Executive. Our conversations focus on key elements of my leadership as I work to establish a new corporate function within a $4 billion organization.

I consider my Tier One principal a trusted advisor and my go-to council whenever I need insight, guidance, and perspective. Each conversation is rich and robust and I come away from each discussion with more than anticipated.

I highly recommended Tier One as I have had such a valuable coaching experience with my principal.

Related Posts

10

Jun
Finance Services

The Power of Consistent Communication Between Financial Advisors and Clients by Robert Ross

Building Trust Through Structure Years of working with financial advisors (FA) teams have shown that disciplined, proactive communication is the foundation of successful client relationships. When FAs implement repeatable communication processes—supported by their client associates (CAs) who coordinate scheduling—relationships evolve into trusted collaborations. Clients experience fewer frustrations, satisfaction increases, and perhaps most importantly, this approach often leads […]

10

Jun
Blog, Finance Services

Taking Advantage of Market Volatility

How Are You Communicating with Your Clients and Prospects During the Current Market Volatility? By Curtis Brown Let’s take a moment to frame the environment investors are navigating today. The headlines are full of trade tensions and escalating tariffs, leading to market uncertainty, volatility, and anxiety. Clients are bombarded with conflicting messages from politicians, economists, and news[…]