One-on-one leadership coaching programs for managers and leaders in the wealth management industry

As a program participant, you will…

Receive individual, customized leadership coaching tailored to your own style. Using an internationally recognized 360° feedback tool, Jim will work with you to identify your leadership strengths and weaknesses. Jim will guide you through interpreting your feedback and developing a personal leadership execution plan to achieve outstanding results in your role as a leader.

Coaching sessions with Jim help you achieve a high level of self-awareness as to the frequency with which you are seen as demonstrating important leadership behaviors. As you progress through the program, you will understand the leadership traits that really matter to people and learn how to apply leadership techniques to become a truly influential leader. Your business results will improve and you will be positioned to achieve long term success.

Leadership Coaching Programs

Execution through Leadership

Who is the right for?
For regional managers, complex directors, branch managers, key leaders

  • Comprehensive 360-degree feedback process
  • Twice monthly coaching sessions for 6 months
  • Leadership Trait-based execution coaching
  • Summaries after each coaching session
  • Personal Leadership Execution Plan
  • Program-end summary letter
  • 24/7 availability for calls and questions

Execution through Leadership // Train the Coach

Who is this right for?
Firms and leaders who are committed to taking their leadership to the highest level and altering their firm’s culture in the process

Part 1:

  • Comprehensive 360-degree feedback process
  • Twice monthly coaching sessions
  • Leadership Trait-based execution coaching
  • Summaries after each coaching session
  • Personal Leadership Execution Plan
  • 24/7 availability for calls and questions

Part 2:

  • Program participant receive all Execution through Leadership coaching materials
  • Program participant  coached by Jim Pierce to deliver Execution through Leadership program to direct reports and/or other colleagues
    • 360-degree feedback process for direct reports and/or other colleagues
    • 2 group meetings onsite with Jim Pierce
  • 24/7 availability for calls and questions

Execution Through Leadership // New Role, New Team

Who is this right for?
Experienced leaders stepping into new and bigger responsibilities

  • Determining your leadership philosophy
  • Creating engagement and commitment with your new team to shared values and a common purpose
  • Determining your execution strategy
  • Twice monthly coaching sessions for 6 months
  • Summaries after each coaching session
  • Comprehensive 360-degree feedback process
  • Program-end summary letter
Jim coaching about leadership

“Spend the time to get to know Jim. Read all of his materials and commit to starting at the highest levels of your company. If you do all this, I have no doubt that like me, it will be the best thing you can do to help your firm stand apart.”

Jim Kerr
Retired Chairman and CEO
D.A. Davidson Companies