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FINANCIAL SERVICES

BEFORE
A manager of the insurance services arm of a highly successful financial services firm hand picked a small management group he thought would benefit from an increased focus on performance management in business development. He then asked Westwind to lead them through the process of identifying and focusing on priorities and being held accountable for their commitments.

AFTER
In a limited engagement, Westwind helped members of the group establish a process for identifying priorities – keeping first things first – and following through by holding them accountable. The group consistently applied the process and quickly gained more confidence in keeping their commitment.
   
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