Leverage the Expertise of a Financial Institution Consultant for Impactful Team Building

Transform Your Financial Institution with Off-site Retreats

Off-Site Retreats & Financial Institution Consultant

Whether you have a small group of top level executives or a large group of middle managers, Monarch Performance Group can create an interactive retreat environment that is in line with your corporate objectives. We will develop and facilitate a customized approach to meet the needs of your team. All sessions are based on a proven approach that consistently yields high productivity.

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O.

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R.

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O.

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R.
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