Merrill Lynch - Houston
Reichek-Gladstein Group
Employees:
8
Status:
Fortune 100 - Branch
Summary:
The Reichek-Gladstein Group has risen above the pack of ‘stock jocks’ to become a high-performance team of financial advisors. In addition to offering the finest menu of financial services, they specialize in earning loyalty and trust by managing long-term relationships with those who are interested in financial peace of mind. Special emphasis on business owners and high net-worth individuals.
Most Pressing Need:
“Clarity & efficiency during the chaotic workday”
Results:
In view of the disturbing trend of administrative, tactical, and interruptive tasks, the sales training manager was commissioned to develop a Strategic Vision for the company. The aim was to create a guidepost for success, including the design of a proper work regimen. Since its completion, the Strategic Vision has been an invaluable plumb-line for measuring successful outcomes, particularly in the creation of sustainable workflow and fostering team spirit.