Why NewVista?

Why NewVista?

Designed exclusively by financial services professionals, for financial service professionals.

Wealth Managers

Asset Managers

Retirement Companies

Insurance Companies

Banks

Other Financial Service Companies

Beyond traditional business coaching.

NewVista leverages the Stakeholder Centered Coaching process developed by Marshall Goldsmith, the # 1 Coaching Development Program ranked by Global Gurus in 2020.

As compared to traditional coaching, our approach includes greater emphasis on practical implementation and sustainable reinforcement. NewVista’s Stakeholder Centered Coaching produces change in the leader’s behaviors while also creating positive shifts in stakeholders’ perceptions of those behaviors.

The executive’s strengths in addressing development needs

A coaching coalition to support the leader

Integration of specific development activities with day-to-day job responsibilities

A long-term plan to ensure sustainability of individual and organizational success

My Services

    • Productivity

    • Team Building

    • Collaboration

    • Stakeholder Centered Coaching

    • Transformative Leadership

    • Collaborating across modern day organizations

    • Effective Cross functional collaboration

    • Leveraging modern technology and frameworks

    • Executive Presence

    • Public Speaking 101

    • Connecting & Storytelling

    • Non-verbal communication

    • Animating investment stories

    • Marrying Macro to Themes

    • Effective Calls to Action

    • Industry Trends

    • Capital Markets 101

    • Asset Class Deep Dives

    • Product Elevator Pitches

    • Investment Sales Ideas