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Established financial services firm aligned executive team and streamlined processes to increase net revenue by
$1 million in 18 months.

Case Study


CEO and Executive Team had grown the organization to a $10 million company.  Team leaders were highly skilled financial wizards but were challenged to lead teams and meet company-wide objectives.  Net revenue was declining. 

Proven Solution:

In multi-phased 18-month engagement, CEO and SVP engaged in executive coaching.  Senior departmental leaders examined gaps & redundancies within their internal processes & made departmental quarterly financial performance transparent.  Paired with leadership training.   


Senior departmental leaders recognized how their actions affected other teams and the company’s ability to meet its goals.  Transformed leaders’ roles from ‘managing tasks’ to empowering teams with resources to achieve results. Net revenue rose by $1 million.

“Teri helped us improve our communication across departments and helped me see my blind spots as a leader, always helping to develop new creative ways to solve challenges.”
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