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    Personal Development

    Wisdom, Productivity, Enthusiasm!

    Working in the financial services industry requires the same level of proficiency in soft skills as in the more technical aspects of the job.

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    Leadership & Management Skills

    Strong, Effective Leadership!

    The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal!

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    Sales Training 

    Sales Confidence, Authenticity!

    I work with corporate bankers to develop a consultancy
    ethos, helping potential

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Executive 1:1

Catapult your career and well-being to new heights with the personal attention you’ll get working with me on an individual basis. Become an even more valuable asset to your employer and secure your next promotion.

Corporate Culture

Grow and develop your leadership team so that the changes ripple down throughout your entire organisation.  Take responsibility at the top to inspire others and inject new energy into your business.

Workshops

Set up training and workshops for your employees that go beyond the normal course offering. Train for confidence, not just skills and set new and inspiring standards for success.

Off-sites

Get everyone inspired and on the same page with offsites and corporate events that don’t just temporarily motivate the team, but have a lasting and transformative impact.

Work-Life Balance

Having a balance between work and home life can be a challenge. With this challenge come great rewards when it is done successfully. By balancing a career with home life it will provide benefits in each environment. You will become healthier, mentally and physically, and you will be able to produce more career wise.

With a Work-Life Balance you will be managing your time better. Better time management will benefit all aspects of life; you will be working less and producing more. This workshop will show how to focus on the important things, set accurate and achievable goals, and communicate better with your peers at work and your family at home.

Workshop Objectives:

 

  • Explain the benefits of work life balance.
  • Recognize the signs of an unbalanced life.
  • Identify employer resources for a balanced lifestyle.
  • Improve time management and goal setting.
  • Use the most effective work methods for you.
  • Create balance at work and at home.
  • Manage stress. 

Virtual Team Building and Management

There are an estimated one billion virtual workers in 2012, and the number is expected to continue climbing well into the future. With a global workforce you are provided with a cost effective and talented pool of employees to draw from. With a virtual team you are given a Follow the Sun production environment.

With a virtual team you have the normal issues of a localized team, with the additional challenges of distance and cultural differences. Virtual Team Building and Management will give you participants the knowledge to work with these challenges and succeed in a growing global workforce.

Workshop Objectives:

  • Know the keys to establishing a virtual team
  • Learn how to hold effective meetings and group sessions
  • Learn effective ways to communicate with team members
  • Use tools to build trust and confidence among employees
  • Know how to handle poor performing employees
  • Know how to manage a virtual team during any project

Train the Trainer

Whether you are preparing to be a professional trainer, or you are someone who does a bit of training as a part of their job, you'll want to be prepared for the training that you do. Your participants will begin the process of becoming trainers themselves, and understand that training is a process where skills, knowledge, and attitudes are applied.

The Train-The-Trainer workshop will give all types of trainer's tools to help them create and deliver engaging, compelling workshops that will encourage trainees to come back for more. Skills such as facilitating, needs analyses, understanding participant’s needs, and managing tough topics will give your trainees what the need to become a trainer themselves.

Workshop Objectives:

  • Define training, facilitating, and presenting
  • Understand how to identify participants’ training needs
  • Create a lesson plan that incorporates the range of learning preferences
  • Create an active, engaging learning environment
  • Develop visual aids and supporting materials
  • Manage difficult participants and tough topics

Trade Show Staff Training

Deciding to attend a trade show is a large investment for any company. Preparation is essential: It’s better not to go to a trade show than to go unprepared. Every person in your booth is an ambassador to your company, make sure they are prepared. Trade show attendees usually plan a list of whom they're going to visit before ever entering the convention center doors, make sure you are on that list.

Make sure your staff has the right tools to succeed with our Trade Show Staff Training course. A successful trade show will benefit your company on many levels. The most basic statistic is that it can cost half as much to close a sale made to a trade show lead as to one obtained through all other means. Get your staff trained and get to that trade show!

Workshop Objectives:

  • Recognize effective ways of preparing for a trade show
  • Know essential points to setting up a booth
  • Know the Dos and Don’ts behaviors during the show
  • Acknowledge visitors and welcome them to the booth
  • Engage potential customers and work towards a sale
  • Wrap up the trade show and customer leads

Time Management

Personal time management skills are essential for professional success in any workplace. Those able to successfully implement time management strategies are able to control their workload rather than spend each day in a frenzy of activity reacting to crisis after crisis - stress declines and personal productivity soars! These highly effective individuals are able to focus on the tasks with the greatest impact to them and their organization.

The Time Management workshop will cover strategies to help participants learn these crucial strategies. Your participants will be given a skill set that include personal motivation, delegation skills, organization tools, and crisis management. We’ll cover all this and more during this workshop.

Workshop Objectives:

  • Plan and prioritize each day’s activities in a more efficient, productive manner
  • Overcome procrastination quickly and easily
  • Handle crises effectively and quickly
  • Organize your workspace and workflow to make better use of time
  • Delegate more efficiently
  • Use rituals to make your life run smoother
  • Plan meetings more appropriately and effectively

Telework and Telecommuting

Working in a home office requires a unique set of skills. Teleworkers or virtual employees have additional challenges created by not being in a centralized office. Communication issues alone make it a challenging job, and recognizing these challenges will help your participants become great teleworkers.

Through Telework And Telecommuting your employees will see a great improvement in their performance and well-being. Being a teleworker does have the advantages of flexible schedules, no commute, and saving the company money. Your participants will establish the additional skills needed to be successful in their work from home environment.

Workshop Objectives:

  • Know the skills required for working outside the office
  • Learn keys to proper self-management
  • Learn ways to manage time efficiently
  • Know different methods of organization and planning
  • Identify various forms of communication and their proper use
  • Address and resolve challenges that teleworkers can face

Teamwork & Team Building

For most of us, teamwork is a part of everyday life. Whether it's at home, in the community, or at work, we are often expected to be a functional part of a performing team. Having a strong team will benefit any organization and will lead to more successes than not.

The Teamwork And Team Building workshop will encourage participants to explore the different aspects of a team, as well as ways that they can become a top-notch team performer. Your participants will be given the details and concepts of what makes up a team, and what factors into being a successful team and team member.

Workshop Objectives:

  • Describethe concept of a team, and its factors for success
  • Explain the four phases of the Tuckman team development model and define their characteristics
  • List the three types of teams
  • Describe actions to take as a leader – and as a follower for each of the four phases (Forming, Storming, Norming and Performing)
  • Discuss the uses,  benefits and disadvantages of various team-building activities
  • Describe several team-building activities that you can use, and in what settings
  • Follow strategies for setting and leading team meetings
  • Detail problem-solving strategies using the Six Thinking Hats model -- and one consensus-building approach to solving team problems
  • List actions to do -- and those to avoid -- when encouraging teamwork

Talent Management

Talent Management is an investment. Every company wants to have the best and brightest employees, and with Talent Management that can be achieved. The item that usually accounts for the highest cost for a company is its work force. With a company's workforce being the highest cost to it, does it not make sense to invest in it? With Talent Management you are developing a more skilled workforce and attracting a higher caliber of new employee.

We all know that training and retraining costs money and Talent Management can reduce these costs. Recruiting the correct people, and keeping a talented workforce is a priority in today's business environment. Having a talented group of employees has always been a key to success; it will translate into cost savings and higher productivity. Talent Management is the investment that will pay dividends over the course of its use.

Workshop Objectives:

  • Define talent and talent management.
  • Understand the benefits of talent management.
  • Recognize performance management and ways to review talent.
  • Identify employee engagement.
  • Create assessments and training programs.
  • Learn how to improve employee retention.

Supply Chain Management

Supply Chain Management improves the coordination and relationship between Suppliers, Producers, and Customers. It must be kept at a high level of organization to be successful in today's global economy. Goods and services are now pieced together from all over the world, and this process can be hectic and complicated if not managed correctly.

With Supply Chain Management your company and employees will be on target to lower costs, improving efficiency, and increase customer satisfaction. This course will provide your employees with the understanding of how Supply Chain Management can improve and help almost any type of business.

Workshop Objectives:

  • Take a look at inventory management
  • Study supply chain groups
  • Review tracking and monitoring methods
  • Examine supply chain event management
  • Comprehend the flows of supply chain management and data warehouses
  • Understand the levels of supply chain management and their effects
  • Identify how supply chain management relates to:Customer satisfaction, Improvingperformance, Lowering costs, and Product development

Supervising Others

Supervising others can be a tough job. Between managing your own time and projects, helping your team members solve problems and complete tasks, and helping other supervisors, your day can fill up before you know it.

The Supervising Others workshop will help supervisors become more efficient and proficient, with information on delegating, managing time, setting goals and expectations (for themselves and others), providing feedback, resolving conflict, and administering discipline.

Workshop Objectives:

  • Define requirements for particular tasks
  • Set expectations for your staff
  • Set SMART goals for yourself
  • Help your staff set SMART goals
  • Assign work and delegate appropriately
  • Provide effective, appropriate feedback to your staff
  • Manage your time more efficiently
  • Help your team resolve conflicts
  • Understand how to manage effectively in particular situations
  • Understand what a new supervisor needs to do to get started on the right path

Personal Development

pd

Working in business requires the same level of proficiency in soft skills as in the more technical aspects of the job. I work with your executives and senior managers to improve their performance ... Read More

Leadership & Management Skills

ddd

Strong and effective leadership skills are a necessity in today's volatile business environment. For you to maintain a competitive advantage, you need to be on top of your game ... Read More

Sales Training

fff

I work with business executives to develop a consultancy ethos, helping potential customers to solve a problem or fill a need. This approach to selling focuses on your customer and adds value to the client ... Read More

Home Page

pd

Financial Charisma is all about making your company or business a productive, thriving and innovative environment in which to work. The corporate world has undergone ... Read More