PORTFOLIO

Rachael brings a great deal of insight and experience to her analysis of business dynamics and opportunities.  She has guided us to some very positive outcomes and has helped us design and implement robust processes that have really helped us maintain and increase business production.

Phil Casey – Partner – Focus Oxford LLP

I have worked with Rachael over the last year on a project for developing resources and recognition for Paraplanners.   Rachael had an excellent understanding of the scope and requirements and very good ideas to benefit both parties.  She has been excellent to work with, put together and followed a very clear process and made sure all parties benefited.

Richard Allum – Founder of the Paraplanners and Moneyscope

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Rachael has delivered several sales training courses to our telephone sales and relationship teams. The quality and content of these have been excellent.  Her preparation, attention to detail and delivery expertise is really strong.

 

John Harris – Business Development Director - NOW Pensions

Paul and myself feel that we gained an incredible amount of value from the time spent together.  We were both very impressed with the planning, structure and output from the time spent with Rachael.  I am very pleased to say we already taken some of the knowledge you imparted and have applied this to the core of our business.

 

Jeff Burn – Director – Grape
Benefits Limited

She is a highly intelligent and engaging individual who has matured into a really excellent coach.   I have always found Rachael to be an excellent listener – she really takes information in and then her magic starts to unravel itself as she evolves her thinking on top of / or around what’s been said.

Dan Eddie – Founder - Shifting Culture

Inspiring people to lead

Consulting and Coaching
 

Leading, co-designing and delivering a consultative selling programme to a UK sales force comprising of senior directors, senior sales managers, business development managers, specialist manager roles and consultancy roles.  The programme focused on developing and empowering all roles to adopt a consultative selling approach and mind-set required in the Financial Services platform arena. The 3 month programme resulted in a culture shift from ‘selling’ to ‘consultative selling’ within the organisation.

Consulting 
 

Consulting with a leading advisory practice to support and guide the creation of the vision and underlying strategy for the corporate arm of their business. In partnership with the client reviewing, re-designing and launching their new corporate strategy and proposition to market. Working with the client to design and implement robust processes that have increased business production and productivity.

 
Coaching (Leadership) 

Project managing the design and delivery of a leadership and coaching programme to IFA business owners focusing on pure leadership skills required to drive business owners forward to grow and evolve their businesses. The impact of this intervention enabled business owners to focus on their leadership skills to grow, develop and drive their businesses forward and take a crucial step back in the day to day crisis management approach to running a business.

 
Myers Briggs 

Designing and facilitating a workshop to bring two groups from different functions together to work as one new team. Consulting closely with the director to understand and diagnose the needs and requirements, focusing on how MBTI would support team dynamics.  Through consulting and coaching with the group, the result was a strong cohesion of team members and a respect for each and every team members’ way of working.

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