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Financial Services Firm

Professional Services Firm | Personal Branding Workshop

Challenge: For its annual retreat, a top financial advisory firm was seeking a professional development workshop to help managers improve their career-planning skills.

Solution: Ellen developed a personal branding training program to help managers identify their unique strengths and learn how to build a powerful personal brand for greater career success.

Coaching Results: The managers:

  • Engaged in a small-group exercise that allowed them to give each other on-the-spot feedback to gather important data on perception.
  • Assessed their personal brands and the totality of the message they send to others, from their LinkedIn profile to their company bio.
  • Identified how building their personal brands could help them make a greater impact as leaders and advance their careers.
  • Brainstormed and created action plans that leveraged personal branding as a powerful career management tool.

“You were wonderful! When we conducted biggest takeaways from the retreat, more than half our managers said your session was their favorite – nicely done!”   - Learning and Development Director

@2025 Traverse Career Solutions | Ellen Barker Dunagan

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