Turn Siloed Teams into High-Performing Organizations
Leadership Consulting for Financial Services
We help financial services executives fix toxic culture, develop leadership pipelines, and drive organizational change without overwhelming your team.
Unlike traditional consultants who deliver reports and disappear, we embed ourselves in your organization to drive real change. Our approach combines strategic clarity with hands-on implementation, ensuring your teams don't just understand the vision; they execute it. Most clients see measurable improvements in team alignment and decision-making velocity within the first 90 days
Simplify workflows that save 80+ hours per month!
Our Services
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Consulting for Organizations
Fix culture, align teams, and drive real change. We diagnose issues, design solutions, and create momentum for growth.
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Executive and Team Coaching
Grow leadership, boost collaboration, and get results. One-on-one, group, and team coaching to:
Build leadership presence
Navigate change and politics
Strengthen team trust
Accelerate growth -
Employee Training & Workshops
Boost skills, morale, and impact.
Interactive sessions covering:Leading through change
Communication & collaboration
Conflict resolution
Building resilience
About Us
I'm a former JP Morgan Asset Management executive who led teams through major transformations for over a decade. Now I help financial services firms fix the culture and leadership challenges I've solved firsthand.
Why We're Different
No more going it alone -
You'll have a dedicated partner who understands the unique pressures of financial services leadership. We've navigated regulatory complexity, market volatility, and rapid growth ourselves so we know what keeps you up at night and how to solve it.
Tailored solutions -
We don't believe in one-size-fits-all frameworks. Every engagement starts with understanding your specific challenges, culture, and constraints. You get a custom playbook designed for your organization not generic consulting templates repackaged with your logo.
A partner who understands financial services (we’ve been in the trenches) -
Over a decade at JP Morgan Asset Management leading teams through major transformations means we speak your language. We understand compliance pressures, client demands, and the reality of driving change in highly regulated environments. No learning curve; we hit the ground running. A clear, structured plan, that moves your people and your business forward
Practical insights that drive change without overwhelming your team -
Your team is already stretched thin. We design solutions that integrate into existing workflows rather than creating more work. Every recommendation is tested against the reality of your team's capacity so change actually sticks instead of becoming another abandoned initiative
A clear, structured plan, that moves your people and your business forward -
We break complex transformations into manageable phases with clear milestones and accountability. You'll always know what's happening, why it matters, and what success looks like. No ambiguity, no mission creep; just focused execution that delivers results.
Want to see how Rene has helped others? Read what people are saying.
What You Gain When We Partner Together
Turning Pain Points into Power Plays
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Siloed Teams That Undermine
Sales, service, and ops are out of sync hurting both client experience and internal trust.
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Stalled Leadership Pipeline
Strong talent isn’t ready (or willing) to step into leadership roles, creating a vacuum at the top.
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Resistance to Change & Outdated Processes
Change initiatives stall when teams are burned out, disconnected from leadership.
Our Podcast
Workplace Revamp - Episode 1
Culture Red Flags: What to Watch For and How to Fix Them
Burned out by broken systems? Time to revamp the way we work. Tune in to Workplace Revamp - real talk, smart strategies, and no corporate fluff.
What people are saying.
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I've known and worked with Rene for over a decade, and she’s consistently impressed me as a transformational leader—insightful, inspiring, and genuinely committed to helping others reach their full potential. As a coach and confidant, she’s someone I’ve trusted completely and learned a great deal from.
Head of EMEA Client Services - JP Morgan Asset Management
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Rene brings a rare energy to cultural transformation and career development. She has a sharp focus on the needs of the business and how to build and lead strategic, large-scale improvements. At the same time, her ability to engage, empower and develop teams during these critical times of change ensures it’s baked into the culture and owned by the organization. Rene’s insights and results, combined with her passion, consistently spark change where it matters most—in people, in culture and in results.
Former Head of North America Institutional, Subadvisory & Insurance Client Service Lead at JP Morgan Asset Management
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I worked closely with Rene for 10 years at JPM and she was a true leader. She helped pave the way to bring career growth opportunities by bringing in Junior talent and helping to create the right training and helped create a Sr role for pro active service for junior talent to be promoted and have a career progression. Rene was also instrumental in rolling out the first client service platform portal for Institutional clients and helped internal partners with the build out and market the benefits. She also helped transform the portal to align with client needs by driving adoption in a large firm.
Client Service Segment Lead - JP Morgan Asset Management
Read Our Latest Blog
Read the Book
By Rene Madden
Conquer Workplace Challenges: A Practical Guide to Overcoming Workplace Challenges and Achieving Professional Excellence
Whether you are starting your career, “on the back nine” or anywhere in between, “Crush It” is an excellent primer, especially on how to negotiate office politics and how to handle the psychological challenges that can come up in the corporate workforce. I have read other works in the genre that are either far too skill focused or HR centric. “Crush It” transcends these and is a quick and effective read. Highly recommended!
- John Salagaj
Ready to elevate your business?
