We retained ConvergenceCoaching to facilitate our shareholder retreat where we focused on succession and the path-to-shareholder. Prior to the retreat, Jennifer Wilson and Tamera Loerzel invested a great deal of time and work in getting to know us – surveys, phone calls, etc. When Jennifer arrived for the retreat, she was so well prepared and versed on who we were. We really appreciated and valued the insight that she had to offer.
We then utilized ConvergenceCoaching’s services to conduct leadership and communication training to strengthen unity among the supervisors, managers and shareholders prior to busy season. Jennifer presented the information with a style that is direct and candid but not offensive. Everyone really grasped what she shared. Both engagements improved the teamwork within our leadership group and helped us to think about changes we can make in our strategies, processes and behaviors to grow our firm and ensure success well into the future.
