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  3. Achieve Organizational Success Through a Coaching Culture

Achieve Organizational Success Through a Coaching Culture

  1. Resource Center
  2. Podcasts
  3. Achieve Organizational Success Through a Coaching Culture
March 12, 2024
The financial industry is not immune to challenges in company culture and employee retention. That's why sales coaching, leadership training and other key investments are critical to ensuring your Financial Institutions are set up for success. Allied's own Julie ann Wessinger, Director, Client Performance Strategies, joins the pod to discuss the ROI benefits of improving your culture. 

 

 

Julie ann Wessinger, Director Client Performance Strategies, Allied Solutions

Julie ann Wessinger leads the Client Performance Consulting team at Allied Solutions. She has spent the past 3 decades helping organizations enhance their internal sales/service cultures in ways that significantly impact key internal and external metrics. Common examples of internal change include increased employee engagement and productivity and reduced turnover. From a consumer perspective; increased satisfaction/NPS scores, improved loyalty (i.e. # products per h/h, increased loans, deposits and other non-interest income). Change is accomplished and sustained through a collaborative plan that can include various tools based on needs such as; organizational and individual needs assessments; implementation of performance metrics/scorecards; needs-based sales/service communication skills training; leadership coaching tools and/or recognition aligned with culture.

 

[:20] Meet Julie ann Wessinger


[2:51] What role has learning and development played since COVID, and why the increasing demand for it? 

[3:22] The need for training and mentoring tools


[3:40] COVID and remote work shed the spotlight on lack of sufficient management training. 


[4:00] Managers are promoted many times with little or no formal training. 


[4:58] Did you see that time (COVID) really weeding out a lot of managers? 


[5:31] Are you seeing that companies are trying to get this coaching? 


[6:08] Why cultural transformation is so vital and what challenges or gaps are you seeing?


[7:16] Employees need to embrace a growth mindset. 


[7:49] Helping leaders understand to communicate with the diverse generations and styles. 


[9:21] 88% ROI with training with coaching, can you explain that for us? 


[10:26] How is technology changing the selling process for companies?


[11:50] When it comes to the salesperson, what kind of training and development are crucial to handling this new type of consumer? 


[12:34] The ability to build genuine trust is more important for salespeople than ever. 


[13:05] What business leaders are looking for in today’s landscape, and how does the salesperson of today provide value?


[14:51] Do you see the older generation of sales people will retire earlier, or adapt to the new ways? 


[15:59] Three pieces of advice for leading today’s salesperson 

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