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HDA OVERVIEW
HDA Case Studies

Coaching – Financial Services

Business Context/Background

A team of newly promoted fund managers, within a leading specialist investment organisation were already receiving professional and personal development via an in-house training programme. However, the organisation was keen to provide additional and a more tailored programme of support through coaching.  HDA was commissioned to provide this coaching support.

 

Summary of Coaching Content

Although, one of the fund managers that HDA was asked to work had an exceptional investment record to date; both he and the organisation recognised that there was a real possibility that some of his investment decisions were likely to fail since this is usual at some point in a fund manager’s career. HDA's brief was to help the individual deal with the possibility of failure, be able to make good decisions through what was likely to be a stressful and uncomfortable time, and to be able to frame any setback in context.

 

Business Value Obtained from Coaching / Coaching Outcomes

As a result of the coaching, the individual was more comfortable with the turbulence in the investment markets following the near-collapse of several banks and he continued to make good investment decisions during this time.

For the first time he felt able to talk to his peers and role models about their approach and this provided him with some much needed insights about his way of working and his mindset. From this he was able to develop personal strategies for future success.

 

Business Outcomes / Individual’s Outcomes

On a personal level, he obtained a better work/life balance and he recognises that this as something he must retain to ensure his long-term success with the company.

 

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