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The Allied Angle

The Allied Angle

Business

Achieve Organizational Success Through a Coaching Culture

Achieve Organizational Success Through a Coaching Culture

2024-03-12
Download

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 podcast to discuss the ROI benefits of improving your culture. 

 

In this episode...

 

[: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 the 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 how to communicate with 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 salespeople will retire earlier, or adapt to the new ways? 

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

view more

More Episodes

Client Voices: Auto Finance Risks
2025-07-16 32
Lend Smarter, Grow Faster: Equity Protection Powered by NFP
2025-07-15 29
Client Voices: Weathering Financial Storms
2025-06-18 37
Client Voices: Same Mission, New Tools
2025-06-18 24
The Lending Playbook: Fueling Loans, Growing Deposits, & Managing Risk
2025-06-09 155
Behind the Curtain of CPI: Risk, Reputation, & Red Flags
2025-05-14 84
Beyond the Bot: Building Trust and Innovating FIs Through AI & UX
2025-04-07 104
CUs in Crisis: On the Frontlines of Fraud, Liability, & Insurance
2025-04-07 209
Fraud is a Team Sport: Blitzing Fraud with Collaboration
2025-02-10 122
Reflections and Projections with Pete Hilger: Allied's CEO's Vision for Success
2025-01-12 184
Closing the Year with Insights: Credit Union Leaders Talk AI to Gen Z
2024-12-17 153
Beyond the Storms: Protecting Lenders in a Volatile Environment
2024-11-11 90
The High-Stakes World of CPI & GAP: Understanding the Regulatory Landscape
2024-10-11 193
Risk & Repos: The Current State of Auto Financing & Delinquencies
2024-10-11 168
Getting B2B (Back2Branding)
2024-08-14 115
PART 2: Two Ears, One Mouth: Are you listening to your members?
2024-06-18 92
PART 1: Two Ears, One Mouth: Are you listening to your members?
2024-06-18 138
Ripe for Change: The Evolution of Financial Risk Management
2024-05-14 194
Take Care of Borrowers and Keep Regulators at Bay
2024-04-09 149
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