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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.

Goal Setting and Getting Things Done

Goal Setting is one of the most basic and essential skills someone can develop. What makes a good goal? We touch on goal characteristics, time management, making a to do list, and what to do when setbacks occur. This workshop will provide the knowledge and skills for your participants to complete more tasks and get things done.

Our Goal Setting and Getting Things Done workshop will cover strategies to help your participants overcome procrastination. These skills will translate into increased satisfaction in their professional and personal lives. Your participants will learn the Goal Setting characteristics of successful people and in turn will become happier and more productive individuals.

Workshop Objectives:

  • Overcome procrastination
  • Manage time effectively
  • Accomplish important tasks
  •  Self-motivate
  • Create SMART goals

Generation Gaps

While having various cultures in one workplace can present communication problems and conflicts, the benefits of such a variety in the workplace outweigh it. The workplace can present challenges to management in terms of handling the different generations present. As older workers delay retiring and younger workers are entering the workforce, the work environment has become a patchwork of varying perspectives and experiences, all valuable to say the least.

The Generation Gaps workshop will help participants understand the various generations present at work, and understand what motivates them and dealing with them on a daily basis. Both the young and older worker will have many ideas to offer, which will help the organization thrive in the marketplace. Learning how to deal with the Generation Gaps at work will help you become a better manager or co-worker.

Workshop Objectives:

  • History behind generation gaps
  • What are traditionalists
  • What are baby boomers
  • What are Generation Xers
  • What are Generation Yers
  • Differences between each type of generation
  • Finding common ground among the generations
  • Conflict management
  • Leveraging the benefits of generation gaps at work

Facilitation Skills

Facilitation is often referred to as the new cornerstone of management philosophy. With its focus on fairness and creating an easy decision making process. Creating a comfortable environment through better facilitation will give your participants a better understanding of what a good facilitator can do to improve any meeting or gathering.

The Facilitation Skills workshop can help any organization make better decisions. This workshop will give participants an understanding of what facilitation is all about, as well as some tools that they can use to facilitate small meetings. A strong understating of how a facilitator can command a room and dictate the pace of a meeting will have your participants on the road to becoming great facilitators themselves.

Workshop Objectives:

  • Define facilitation and identify its purpose and benefits.
  • Clarify the role and focus of a facilitator.
  • Differentiate between process and content in the context of a group discussion.
  • Provide tips in choosing and preparing for facilitation.
  • Identify a facilitator’s role when managing groups in each of Tuckman and Jensen’s stages of group development: forming, storming, norming and performing.
  • Identify ways a facilitator can help a group reach a consensus: from encouraging participation to choosing a solution.
  • Provide guidelines in dealing with disruptions, dysfunctions and difficult people in groups.
  • Define what interventions are, when they are appropriate and how to implement them.

Executive and Personal Assistants

Being an Executive or Personal Assistant is a unique position that requires a variety of skills. Whether you are updating schedules, making travel arrangements, minute taking, or creating important documents all must be done with a high degree of confidentiality. Confidentiality is one of the most important characteristics for every assistant.

Our Executive and Personal Assistants workshop will show your participants what it takes to be a successful assistant. Participants will learn what it takes to effectively manage a schedule, organize a meeting, and even how to be a successful gatekeeper. Being an Executive or Personal Assistant takes a special skill set and this workshop will provide your participants with the necessary tools.

Workshop Objectives:

  • Adapt to the needs and styles of management
  • Communicate through written, verbal, and nonverbal methods
  • Improve time management skills
  • Manage meetings effectively
  • Act as a gatekeeper
  • Use the tools of the trade effectively

Employee Recruitment

Many companies simply wait for talent to come to them. Simply advertising an open position and hoping that you find the right talent does not guarantee that you will find the best people for the jobs in your organization. Actively seeking out qualified candidates is the best way to ensure that you find the talent that you need. Recruitment is essential to the success of your business.

Hiring a new employee is one of the largest investments you can make in business. That is why hiring the correct employee is so important. Hiring the right employee is more important than ever, as training can be very expensive. Employee turnover costs companies a lot of money each year. This course will provide the Employee Recruitment that your hiring department need to help them interview and recruit the right employee for you.

Workshop Objectives:

  • Defining recruitment.
  • Understanding the selection process.
  • Recognizing the GROW model and how to set goals.
  • Preparing for the interview and question process.
  • Identifying and avoiding bias when making offers.
  • Discovering ways to retain talent and measure growth.

Employee Onboarding

Employee Onboarding is an important and vital part of any companies hiring procedure. Hiring, training, and bringing new employees on board cost a lot of money and are major investments. Onboarding is a secure investment that will assist newly hired employees in developing and keeping their skills, knowledge, and value within the company. It will stop highly skilled workers from being lured to a competitor, which makes your company stronger within the market.

Through Employee Onboarding you will find it lowers costs related to employee turnover. It will increase productivity and produce a happier and more skilled workforce. The new hire phase is a critical time for the employee and company and having a structured set of procedures will make this time run smoother and produce a greater chance of success.

Workshop Objectives:

  • Define onboarding.
  • Understanding the benefits and purpose of onboarding.
  • Recognize how to prepare for an onboarding program.
  • Identify ways to engage and follow up with employees.
  • Create expectations.
  • Discover the importance of resiliency and flexibility.

Employee Motivation

When you think of staff motivation, many things may come to mind: more money, a bigger office, a promotion, or a better quality of life. The truth is, no matter what we offer people, true motivation must come from within. Regardless of how it is characterized, it is important to get the right balance in order to ensure that you have a motivated workforce.

The Employee Motivation workshop will give participants several types of tools to become a great motivator, including goal setting and influencing skills. Participants will also learn about five of the most popular motivational models, and how to bring them together to create a custom program.

Workshop Objectives:

  • Defining motivation, an employer’s role in it and how the employee can play a part
  • Identifying the importance of Employee Motivation
  • Identifying methods of Employee Motivation
  • Describing the theories which pertain to Employee Motivation – with particular reference to psychology
  • Identifying personality types and how they fit into a plan for Employee Motivation.
  • Setting clear and defined goals.
  • Identifying specific issues in the field, and addressing these issues and how to maintain this going forward.

Emotional Intelligence

Emotional intelligence describes the ability to understand one's own feelings, and that of groups, and how these emotions can influence motivation and behavior. The concepts of Emotional Intelligence have been around since at least the 1900's, but the term was first introduced by Wayne Payne in 1985.

As a result of the growing acknowledgement by professionals of the importance and relevance of emotions to work outcomes, the research on the topic continued to gain momentum, but it wasn't until the publication of Daniel Goleman's best seller Emotional Intelligence: Why It Can Matter More Than IQ that the term became widely accepted by mainstream media.

Workshop Objectives:

 

  • Define and practice self-management, self-awareness, self-regulation, self-motivation, and empathy.
  • Understand, use and manage your emotions.
  • Verbally communicate with others.
  • Successfully communicate with others in a non-verbal manner.
  • Identify the benefits of emotional intelligence.
  • Relate emotional intelligence to the workplace.
  • Balance optimism and pessimism.
  • Effectively impact others.

Digital Citizenship

Our Digital Citizenship course will give your participants the guidance needed in the ever changing digital world. As our lives are lived more and more online we all need to translate our social skills into the virtual world.

Digital Citizenship allows us to connect, collaborate, and share by using technology appropriately. In person meetings are on the decline which makes it necessary to engage people digitally. Being a good digital citizen means you have a set of skills to work in the digital world.

Workshop Objectives:

  • Define digital citizenship.
  • Use technology appropriately.
  • Use social networking to create your brand.
  • Protect your reputation online.
  • Practice safe use of technology.
  • Understand digital etiquette. 

Developing a Lunch and Learn

Crating a Lunch and Learn session is a low cost training option. It is a great way to introduce a topic or give a small demonstration on a new product or service. Your participants will be shown the criteria involved in creating a great Lunch and Learn environment. They are usually voluntary, thus attendance can sometimes be an issue. With this workshop you will be given the knowledge work through this issue and others.

Our Lunch and Learn workshop will give your organization a quick and useful tool to add to its training department. Your participants will be able to use it as a follow-up or refresher to a previous training session. It doesn’t have to be just about a learning event, it can also involve collaboration, networking, or sharing best practices between employees.

Workshop Objectives:

  • Understand what a lunch and learn is and is not
  • Be able to set up and break down
  • Create new content
  • Address difficult situations and people
  • Create useful takeaways
  • Use feedback to improve future lunch and learns

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