CASE STUDY 01:
ScotiaMcLeod Direct Investing
To raise the standing of SMDI in the Dalbar Survey done in the
Financial Services Industry of On-Line Brokerage services offered
to the public.
Working with team leaders and their groups, through Workshop
format, as well as one-on-one coaching sessions, raised the level
of awareness of all criteria used as a measurement of good customer
service in financial services.
||» Within the next reporting period,
raised the ranking of SMDI On-Line
Traders in the Industry:
||» Created better investor relations
Increased customer satisfaction and sales
CASE STUDY 02:
Santo Domingo, D.R.
Senior level executive required skills to improve presentations
to English speaking clientele. While Spanish was the mother tongue,
and there was proficiency in English, practice was needed to
gain confidence in speaking English when this was required.
Working one-on-one using methods to increase projecting abilities
as well as improve diction, and pronunciation, we were able to
create confidence when conducting business in the English language.
Gaining familiarity with the phonics of English, as well as the
ability to express corporate policies and procedures clearly,
||» Created better, more effective presentations
Enabled clearer communication in written and spoken
word within the Bank internationally as well as to clients and
Increased the profile of the Bank within the community
CASE STUDY 03:
Santo Domingo, D.R.
A successful therapist whose speaking style was appropriate
for individual client contacts -- was being called upon to present
before Seminars, Workshops and other Professional Organizations
-- realized that a stronger public speaking style was needed.
We worked on diaphragmatic breathing techniques, which in
turn produced a stronger vocal quality. We also developed projecting
exercises, use of body language and eye contact for larger groups
until all public speaking opportunities were thought of as "enjoyable".
The confidence that was generated from this "new"
speaking style, enabled this professional to increase the scope
of potential new client opportunities as well as increased standing
in the professional community by leading Seminars, Workshops
and Discussion Groups.