Case Study

Growth, Change and Executive Team Effectiveness

By Jim Hagy

The Client

Our client is a leading specialty financial institution. They are a mission driven organization that provides vital financial solutions across rural America.  We have been a trusted partner on their journey of growth, change and executive team effectiveness over the last 4 years.  

We aligned our comprehensive offering across leadership consulting and executive search with our client’s strategic plan and goals set by the new CEO in collaboration with the board of directors.

The Challenge

Following a tumultuous period of leadership changes, the new CEO established an aggressive vision for growth, targeting new products, customers, and revenue streams.  At the same time, he launched a rebuild of the leadership team, integration of an acquisition, and addressed significant organizational and cultural challenges.  

The Solution

A trusted advisor and partner on our journey of growth, change and team effectiveness. Challenges us with empathy and insight to improve individually and as a team. I value the objective and dedicated focus on our priorities.

CEO, Financial Services Institution

The Result

About the Author
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