EXECUTIVE COACH & THINKING PARTNER for INVESTMENT BANKERS

Because High-Performers Don’t Leave Winning to Chance

Product knowledge, valuation skill, and sector expertise are table stakes. What separates the $2M banker from the $10M banker is something entirely different:

  • Executive Presence: how you influence, persuade, and win trust in competitive environments.
  • Leadership Leverage: how you turn teams into force multipliers.

Both are learnable. The rewards are exponential.

Why Top Bankers Invest in Themselves

Executive Presence

How elite bankers command rooms, win competitive mandates, and build unshakeable client confidence. Executive presence isn't charisma—it's the systematic ability to influence decision-makers and close deals others can't.

  • 26% of winning clients and promotion success depends on executive presence (source: Coqual)
  • 89% of leaders report a strong presence accelerates advancement;
    • 78% say a weak presence stalls progress (Source: OrgTalent)

Team Leverage

How top performers extract 3-4x productivity from their teams through advanced delegation and leadership. The best bankers don't work harder—they multiply themselves through others and scale exponentially.

  • Leaders who delegate well generate ~33% higher revenue than their peers (Source: CEO Review)
  • 5X less burnout when leaders effectively distribute work; dramatically freeing up time for strategy and growth (Source: DDI Global)

Thinking Partner

High-stakes decisions demand clarity, not consensus. A trusted thinking partner pressure-tests strategy, reveals blind spots, and brings objectivity when internal dynamics cloud judgment. Every elite performer has one.

  • 87% of leaders working with external thinking partners report dramatically improved effectiveness under uncertainty (Source: CFAR)
  • 65% of decisions are more complex (more stakeholders/choices) than two years ago (Source: Gartner)

A thinking partner transforms overwhelming options into clear paths forward.

96%

Of organizations report measurable improvements in executive performance after the coaching engagement

(Source: Coaching CountsReport)

788%

Average Return on Investment (ROI) for executive coaching engagements
(Multiple studies: PwC, ICF, MetrixGlobal)

70%

Increase in individual performance
(Source: ICF Global Study, American University)

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Investment

An investment in yourself carries the highest ROI. You keep what you gain, and it compounds over time
Thinking Partner
Starts at
$45k
  • High-touch advisory support across strategy, leadership, and team dynamics
  • Real-time input on high-stakes meetings, decisions, and conflicts
  • Guidance on organizational politics, influence, and power structures
  • Active involvement in your priorities as they evolve
  • Private access for rapid response when urgency is high
  • Proposal tailored to your specific role, pressures, and long-term goals
Explore
Executive Coaching
Starts at
$30k
  • Engagement built around your role, priorities, and operating environment
  • Targeted work on decision-making, communication, and leadership behavior
  • Diagnostic review of strengths, derailers, and leadership patterns
  • Structured sessions focused on real issues, not hypotheticals
  • Access between sessions for time-sensitive situations
  • Proposal created specifically for your context and objectives
Explore

The Competitive Edge: Why Elite Investment Bankers Don't Leave Winning to Chance

How top-performing bankers systematically develop the force-multiplier skills that separate good from great, with 40:1+ ROI.

Inside you'll discover:

The three force-multiplier skills that determine who becomes an elite performer and who plateaus
How your team becomes worth 3x your capacity through better delegation and leadership frameworks
Actionable techniques for executive presence that directly increase win rates and client acquisition

FAQs

For Firms

What's the business case for investing in executive coaching for our bankers?

The cost of losing a senior banker—including recruitment, client relationships, and deal disruption—is in seven figures, far exceeding the investment in coaching. My clients see improved retention, increased productivity (average 25-35%), and better client relationships across the board. Typical ROI exceeds 40:1 through retained talent, productivity gains, and reduced junior banker attrition (30-50% improvement under coached leaders). This isn't an HR initiative—it's a strategic investment with measurable financial returns that make it a no-brainer.

How is this different from generic leadership training programs?

Generic leadership programs don't address the unique pressures of investment banking. My work is specifically designed for the 80-100 hour workweeks, high-stakes client relationships, intense deal pressure, and cultural dynamics unique to banking. We focus on three high-leverage skills: team leverage and delegation, executive presence and influence, and self-awareness and perception management. Everything is immediately applicable to real situations your bankers face daily. I've worked with dozens of bankers and have an intimate understanding of your world.

How do you balance confidentiality with accountability to firm leadership?

Individual coaching sessions are completely confidential—executives need psychological safety to discuss real challenges and blind spots. For corporate programs, you receive aggregate progress reports showing business impact, metrics, and ROI without disclosing individual session content unless the executive explicitly requests it. We establish clear protocols upfront. Leadership gets visibility into program effectiveness while maintaining the trust essential for coaching to work.

What's the time commitment, and how does this actually work?

Individual sessions are typically 60-90 minutes bi-weekly, with optional email support between sessions. We work around demanding schedules—I accommodate early morning, evening, or weekend sessions and can reschedule on short notice during live deals. That said, we never count sessions; once you retain me, you get unlimited sessions. The focus is on results, not frequency. The investment of 3-4 hours monthly typically yields 10-20 hours of improved efficiency through better delegation and team leverage.

Beyond coaching individuals, how do you help with broader talent strategy?

I serve as a thinking partner to firm leadership on talent challenges beyond individual development. This includes assessing leadership bench strength, diagnosing organizational versus individual issues, providing counsel on promotion and succession decisions, and advising on competitive positioning in the war for talent. I identify systematic problems requiring structural solutions versus individual development needs, helping you build sustainable competitive advantage through superior talent.

For Individuals (Directors, MDs, Partners)

I'm already a successful partner generating strong fees. Why would I need coaching?

Elite performers in every field—Olympic athletes, Navy SEALs, Fortune 500 CEOs—work with coaches not because something is broken, but because systematic optimization creates compounding advantages. You're generating $10M in fees. With better team leverage and executive presence, could you generate $15M-$20M with the same or fewer hours? The best don't leave performance to chance—that's not fixing a problem, that's competitive excellence.

How is this different from just talking strategy with other senior partners?

Your peers have competing interests and can't tell you hard truths about blind spots or perception gaps. A thinking partner brings complete confidentiality, zero political agenda, and expertise to identify what you can't see. We pressure-test your strategies, reveal blind spots, and help you navigate complex decisions without the internal dynamics that constrain honest conversation. It's strategic counsel from someone solely focused on your success.

What specific outcomes and ROI can I expect?

Compensation increases of $250K-$500K+ within 18 months are typical—I've worked with bankers who increased their comp by seven figures. Better team leverage means more deal flow (typical 30-50% productivity improvement). Better executive presence means higher win rates in competitive situations. Better self-awareness means faster promotions (often 12-18 months accelerated). You'll also improve work-life integration while maintaining or increasing production and become the leader everyone wants to work for. The math is straightforward.

Won't focusing on "people skills" make me appear soft?

The opposite. Strong leaders who extract maximum performance from teams while maintaining loyalty are respected, not viewed as soft. You'll learn how to give hard feedback, maintain high standards, and build team loyalty simultaneously. The best leaders do all three. This isn't about being nice—it's about being effective and getting exponentially more from your team.

Is this confidential? What's the time commitment?

Completely confidential. What we discuss stays between us unless you choose to share it. Many clients don't tell their firms—that's your decision. Sessions are 60-90 minutes bi-weekly at your convenience—early morning, evening, or weekends. We never count sessions; you get unlimited access once you retain me. The focus is on results, not frequency. Between sessions, you have email support for quick questions. Investment is 3-4 hours monthly, which typically yields 10-20 hours of improved efficiency.

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