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Financial services · Sales performance

Turn your strongest performers’ knowledge into stronger team performance.

31% higher first-year performance

A cohort of 10 new account executives generated approximately $32.1 million in first-year charge volume, compared with $24.6 million for an equally sized comparison cohort.

The starting point was knowledge already inside the business.

The opportunity

The organization could see that some account executives consistently performed better. What it lacked was a structured way to identify the practices behind that difference and help new hires apply them.

Strong performance existed. Making it transferable was the challenge.

What I saw and built

I began by studying how the strongest account executives worked. Their demonstrated practices became the foundation for a development program tied to business results.

I identified the behaviors and performance drivers associated with stronger results, translated them into practices new hires could apply, and built those practices into their development.

Then I tracked performance through each cohort’s first 12 months, connecting what people learned to what they produced.

What changed

The development cohort generated approximately $7.5 million more charge volume, with average performance per account executive 31% higher than the comparison cohort.

The results also exposed the next constraint. The cohort remained approximately 13% below plan, signing fewer accounts while producing more volume per account.

That finding directed the next iteration toward manager reinforcement, retention, and the conditions affecting new-hire ramp-up. Measurement showed both the improvement and where further work was needed.

What this demonstrates

The knowledge held by your strongest people can become a resource for the wider organization. Doing that requires identifying what drives their results, making those practices teachable, and measuring whether performance changes.

Results reflect a cohort comparison following the program’s implementation. Charge volume is not revenue or profit, and the comparison does not isolate the program’s contribution from every other influence.

What could change if more of your team could apply the practices your strongest performers already use?

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