A woman has a one-on-one consultation with a wealth manager

Case Study: Elevating Performance Through Coaching Skills Workshops for Wealth Managers in Australia

September 22, 2023

Posted by BOLDLY

Industry: Financial Advisory and Brokerage

Challenge: Enhancing Coaching Skills and Performance Across Teams

Solution: BOLDLY Coaching Skills Workshops


Our client, a leading wealth management firm operating across Australia, recognised the pivotal role of coaching in enhancing the skills and performance of their junior wealth managers. To bridge the knowledge and skills gap between senior and junior staff, the company embarked on a transformative journey by partnering with BOLDLY to conduct a series of coaching skills workshops.

Background: the company had a dynamic team of wealth managers with a mix of experience levels, located nationally. While their senior wealth managers possessed extensive financial knowledge and expertise, there was a need to transfer that knowledge effectively to junior wealth managers. The objective was to foster a culture of continuous learning, improve overall team performance, and deliver top-notch financial advisory services to clients.


  • Knowledge Transfer: The experienced senior wealth managers needed to effectively impart their financial acumen to junior team members, ensuring a smooth transition of skills and knowledge.
  • Consistency: the company aimed to establish a consistent approach to client interaction and financial advisory across the organisation. Achieving uniformity in client service and high standards was a challenge.
  • Motivation and Engagement: Junior wealth managers need ongoing motivation and skill development to perform at their best, especially in a competitive financial advisory environment.
A man talking to a female wealth manager

Solution: BOLDLY Coaching Skills Workshops

The company collaborated with BOLDLY to design and implement a series of performance coaching skills workshops tailored to their unique requirements. The workshops included the following components:

  • Coaching Fundamentals: The initial workshops provided an understanding of coaching principles and techniques for both senior and junior wealth managers.
  • Effective Communication: Subsequent sessions focused on enhancing communication skills to facilitate knowledge transfer and client interaction.
  • Performance Evaluation: Workshops included modules on assessing individual and team performance, aligning goals, and setting benchmarks for improvement.
  • Client-Centric Approach: Specialised sessions were conducted to emphasise the importance of a client-centric approach and tailoring financial solutions to individual client needs.
  • Ongoing Support: BOLDLY provided ongoing support and resources, including coaching materials and access to coaching performance experts, to reinforce the skills learned in the workshops.


The implementation of BOLDLY's peak performance coaching skills workshops yielded substantial benefits for the client, who conducted several surveys and interviews with participants:

Perceived Improvement in Knowledge Transfer: Senior wealth managers became more effective at transferring their expertise to junior team members, resulting in a more knowledgeable and skilled workforce.

Coach and Coachee Sense of Competence: both parties reported an increase in coachee skills and effectiveness.

Enhanced Motivation: Junior wealth managers reported increased motivation and engagement, leading to improved performance and job satisfaction.

Client Satisfaction: Clients benefited from the improved skills and consistent service standards, resulting in higher levels of satisfaction and trust.


The company's investment in coaching skills workshops with BOLDLY not only improved the skills and performance of their junior wealth managers but also fostered a culture of continuous learning and knowledge sharing within the organisation. The collaboration with BOLDLY continues to be a cornerstone of their success in delivering top-tier financial advisory services in the competitive Australian market. The company remains committed to nurturing talent and ensuring that its clients receive the highest level of expertise and service. For those intrigued by the transformative impact of these coaching initiatives and are keen to explore similar opportunities for their teams, feel free to reach out at connect@boldly.app.