Online Coaching – How to motivate teams of financial advisers

“How to exploit potential of your team? Motivation of financial advisers teams.” – Online Coaching

Online Coaching program addresses young team leaders of financial adviser’s teams, who:

  • are new at the position and were part of the sales team before being promoted to a managerial position
  • need support in developing own leadership style to manage ex-colleagues
  • want to motivate their team to reach the goals and to use the potential for better performance and job satisfaction

At the end of the program, the participants:

  • have got basic knowledge of management techniques,
  • understood what motivates their team
  • formulated motivational and inspiring vision, mission and goals for their team and advisers
  • used feedback and performance reviews as a method to motivate their team
  • have got a ready-to-go motivational plan for their team

Methods of Online Coaching:

  • Videos
  • Questionnaires (about leadership style and self motivation)
  • Wheel of Life
  • Online team constellation
  • Podcast
  • Discussions with online-coach
  • Online library


  • Regional Directors from Eastern European Subsidiaries


  • Finance

Training: Managing Change in Team

At the end of the seminar participants:

  • understood how they can manage change effectively
  • learned how to communicate change vision in interesting and motivating way
  • learned how to use different communication techniques in different situations
  • learned how different people can react in changing environment and how they can prepare for different reaction in their teams


  • Company culture and its impact on change management
  • Role of leader in changing environment
  • John Kotter’s 8-Step Change Model
  • Communication in change process: working with vision, building successful coalitions, promoting change in team
  • How different personalities deal with change. Self assessment and assessment of team members. Techniques.


  • Regional Directors


  • Finance

Change Management: Integration of Polish subsidary into German company structure

Workshop Topics:

  • Expectation of Polish team towards German Management
  • What do are our USP as Polish Team? What do differentiate us from German team?
  • Analysis of the processes in Poland. How to integrate Polish processes into German company structure? Discussion.
  • Action Plan for next six months


  • German and Polish Management Board


  • IT Services

Training: Change Management in Retail

Training Topics:

  • Perception of change.
  • Role of the pro-activity during the change. Stephen Covey discourse about the pro-activity in management.
  • Change and transition curve – Implication for implementation of change
  • Dealing with teams in change processes (team constellation before and after)
  • Communication of change processes, leader as change facilitator, charismatic and authentic leadership, development and communication of a vision


  • Store Managers


  • Retail

Leadership Training Program (Finance Company)

Dynamical change on financial market changed the way of looking on leaders. They face new challenges: need for fast reactions, communication of changes in the strategy, securing of  commitment to the strategy and company.

One of the major polish banks wanted to improve the ability of leaders to manage the change. Based on needs analysis PeOrg Consult developed a training program which was delivered in three modules:

  • Analysis Phase: Interviews with Team Leaders and Bankers about their understanding of change management and strategy, existing communication and leadership styles in the company and the perception of the company culture
  • Training Phase: based on Interviews Leadership training about in two steps:
    1. Training “Organisational Development”: self reflection of own leadership potential, definition of the team leader role, communication of the strategy (theory and exercise), definition and presentation of company culture based on interviews – implications for leadership. 2. Training “Coaching skills for Team Leaders”: systemic team constellation, motivational theories, definition of team goals and individual goals, communication of the goals on team level and individual level, employee talks
  • Individual Coaching sessions with Team Leaders focused on individual topics of Team Leaders and their career development in the company and on their position

After delivery of the training program, individual coaching sessions were integrated into years reviews.