A major investment management firm was leader in emerging markets and client relationships but, in the recent years, the firm had under-performed. They realized they had to transform quickly or risk losing clients to competitors. They turned to Emerson for help in three key areas: ensuring a smooth involuntary separation of a handful of employees, developing a compelling message for their transformation, and identifying new behaviors critical to their success.

Emerson led a workshop to build the message, align leadership, and prepare them to engage the firm on this necessary transformation. We also facilitated a Key Behaviors session, where executives and managers identified the new employee behaviors that would drive the change.

Their president remarked, “[Emerson]…has been invaluable. They have consistently gone above and beyond, sharing insights and perspectives.”