I have spent much of my career reflecting on the way we train our leaders and equip them for long-term success in their roles.
Now, I bring my expertise to professional services firms that want to transform their partner engagement, development and leadership processes, but would like support in getting there.
My consultancy work largely focuses on partner engagement and development. I truly believe that without the right support, guidance and structure, new partners (and even more established partners) find it more difficult to fulfil their potential.
My consultancy services cover, but are not limited to:
Developing your leaders through one-off or ongoing coaching
The role of a partner and behavioural shifts
Designing a partner engagement strategy
Creating onboarding plans for lateral hires
Being a sounding board for your partner office or partner development team
Designing and implementing promotion processes
The Partner Journey Programmes
Designing succession plans
My services may be provided in partnership with other advisers experienced in working with professional services firms and the wealth management industry. Please contact me directly to discuss how I can use my skillset to complement your leadership strategy.
Wendy has got an aura about her, she makes you feel comfortable and allows you to open up and talk about the things in your head. That’s an important skill. By “aura”, I mean that she is very comfortable being herself, what you see is what you get. In turn, you feel that you can be 100% yourself around her. That’s a very powerful connection. She is very measured and challenges in a robust but supportive way. That shows she really cares.
During my time at BDO, I interviewed hundreds of potential partners. We always gave them the opportunity to ask questions at the end of the interview and one of the most often asked questions was “what advice would you give to a new partner?”.
Balance and coaching - a shifting mindset. In this article I explore how my attitude to both finding balance and coaching has shifted since I “lost my bubbles” in 2003. Moreover, I consider how a business coach can work with a client to find work life balance.
This article was published on the BDO intranet after I lost my dad to Covid-19 and talks about some of the things I learnt during that experience, as well as the support I received.