Financial Services
Mountaintop’s Creating & Implementing Personal Action Plans Ascent helps participants develop and execute plans for professional and personal advancement. We employ an interactive presentation style and provide practical advice to equip each participant with the tools they need to create and successfully implement a personal Action Plan.
PERFECT FOR
- Investors
- Financial Executives
- Portfolio Managers
- Emerging Leaders
- Partners
- Managing Directors
Overview
The Creating & Implementing Personal Action Plans Ascent includes two, live training sessions which are typically presented approximately 30 days apart. Each session is presented in a 60 to 90-minute format that will incorporate a formal presentation, group discussion, an interactive group exercise, and homework for each participant to complete.
This Ascent can be packaged together with others to develop a multi-session Leadership and Business Development Academy. Please contact us to discuss your goals, so we can develop a bespoke curriculum tailored to your specific audience and needs.
AT THE SUMMIT
At the summit, each participant will be able to:
- Execute a customized, strategic Personal Action Plan for continued success
- Develop and follow a practical plan for sustainable execution of their personal Action Plan
What’s Covered
TRAINING SESSION ONE
Creating Your Personal Action Plan
- Identifying your highest ROI activities and matters
- Strategic career management for success and fulfillment
- Prioritizing your external activities and outreach
- In-Session Exercise: Personal Action Plan Exercise (using Mountaintop’s proprietary templates)
- Homework for Participants: Personal Action Plan Development
TRAINING SESSION TWO
Implementing Your Personal Action Plan
- Demonstrating commitment through consistent follow up
- Creating accountability and support systems internally and externally
- In-Session Exercise: Plan review and refinement
- Homework for Participants: Plan implementation
One-On-One Coaching Sessions are available, at an additional cost, to reinforce this Ascent. Please contact us for more information.
Follow Up Ascents
- Becoming A Business Builder
- Bespoke Package: Leadership and Business Development Academy
- LinkedIn For Busy Professionals
- External Impact: Maximizing Your Community & Professional Engagement
- Business Development Coaching
- Executive Coaching
- Strategic Plan
- Personalized Action Planning
- Business Development Action Plan
- LinkedIn Profile Writing & Personal Branding
TRUSTED BY
We help high-achieving professionals in the nation’s most recognized law firms, financial institutions, and businesses scale the heights of career success and personal fulfillment.
Talent wins games, but teamwork and intelligence win championships.
Michael Jordan
Testimonials
I found Mountaintop Consulting to be laser-focused in understanding our firm and what we had to offer and in helping us learn how best to communicate our expertise to our likeliest market.
Founding Partner, Litigation Boutique
I participated in Mountaintop’s Leadership and Business Development Academy along with several partners at our firm, and we were not disappointed. The Academy introduced the ideas and methods our young partners needed to feel confident about their business development efforts. For more experienced partners like me, the Academy presented a more deliberate and thoughtful approach to leveraging existing contacts and successes. My colleagues and I saw results almost immediately. Mountaintop’s approach works as long as you work the plan.
Partner, Top-Tier Litigation Firm
Ready for your ascent?
Take the first steps. We can help you reach higher peaks in your career.