Margo Hamel, Pcc, Rcc, Cpqc, Mba Email & Phone Number

United States

Coaching individuals through their contracts with BetterUp, including assessment reviews, goal setting, development planning, and accountability for actions.

Orlando, Florida, United States

Empower Coaching and Consulting LLC specializes in developing leaders and professionals through coaching, facilitation, learning, and consulting to businesses and individuals. Over 30 years' experience helping clients optimize performance, drive results and achieve goals. Areas of expertise include: leadership coaching; career and professional development; sales and sales management training and coaching; communication skills; management and leadership training.

Orlando, Florida Area

Orlando, Florida Area

Provided internal coaching to Wealth Management executives, regional and team leaders, and wealth advisors in the following areas: Sales and Sales Management: Developed and implemented sales methodology and sales management strategy; developed all on-line documentation, tools and resources; provided sales management coaching to leaders and advisors enabling behavior change to achieve sales and client retention goals. Consulted with IT experts to align technology with business processes to improve sales effectiveness through implementation of Salesforce CRM system; coached leaders and advisors on using technology to enhance the client experience.Client Loyalty/Service Excellence: Used survey results to identify gaps in client expectations and advisor behavior; created behavior-based training and provided follow-up coaching resulting in increased client satisfaction. Leader and Advisor Development: Developed competency-based “Success Profiles” for wealth leaders, advisors, and brokers; provided accountability coaching for leaders and coached advisors on using competencies to enable success.Onboarding: Provided onboarding consulting and coaching to new wealth leaders and advisors with first 90 days, 6 months and one-year development plans.Wealth Associate Program: Created and managed new, 3-year training program for college graduates aspiring to become wealth advisors. Coached three cohorts of associates and mentors through their development phases.Business Planning: Created templates for annual business plan development; trained teams on developing and implementing their plans; coached team leaders on coaching accountability skills.

Orlando, Florida, United States

The Hamel Group LLC specializes in developing people through coaching, facilitation, learning, training and consulting to businesses and individuals. Over 25 years of experience helping clients drive results and achieve goals. Particular areas of expertise include: Personal and Executive Coaching; Sales, Relationship Management & Sales Management training and coaching; Business Writing and Communication Skills; Presentation Skills; Management and Supervision training; Customer Service training.

Provided strategic sales and retention solutions for over 3,000 Private Wealth Management advisors and managers to drive growth and client retention - Developed and implemented ground-breaking sales methodology and sales management strategy; delivered sales tips and resources that enabled advisors to increase sales and client retention- Provided internal executive coaching on establishing team accountability, inspecting performance for consistent execution and developing results-based action plans- Aligned technology with key business processes to improve sales force effectiveness; consulted for technology deployment and integration teams for Pivotal CRM solution- Led project team that designed and executed annual sales leadership conference

College of Wealth & Investment Management, SunTrust University Led the College as a strategic business partner to the line of business with over 3,000 employees; led the development and delivery of learning solutions linked to business initiatives- Managed $1 million training budget and led team of seven training consultants in multiple locations- Created, designed and managed the Wealth Management School, which enhanced strategic management skills for over 300 senior managers- Developed competency models, conducted learning assessments and recommended internal and external development solutions with measurable evaluations utilizing multiple delivery channels- Led line of business team for mergers/acquisitions to develop and facilitate training for integration of bank sales culture, systems, and products

College of Management and Leadership, SunTrust UniversityLed and directed the activities of the College with oversight of all supervisory, management and executive development programs- Led project team of instructional designers, consultants and trainers to revamp supervisory and management development curriculum- Provided oversight and guidance for SunTrust's Executive and Leadership Development program- Designed and facilitated management-level training

Led all Central Florida regional training design, development and implementation; served multiple lines of business, including Retail, Commercial, Corporate and Mortgage. Pioneered new sales management and service quality training curricula, which resulted in significant transformation to local bank's sales and service culture. Managed all employee programs and recognition events, employee newsletter, and the annual Employee Performance Rally.

Led the creation and implementation of new department in Marketing Division, which marketed SunTrust banking services to out-of-town prospects planning to move to Orlando; captured over $55 million in deposits from "newcomers" in first year

- Provided training consultation to small and medium-sized companies; developed training programs and managed a team of faculty/consultants to deliver training; developed specialized curriculum for woman business owners; increased Institute revenues over 10% each year- Created and launched the "SunTrust Learning Center," a self-paced office skills training program developed through a partnership with Valencia, Harcourt Brace and SunTrust.- Created and launched the highly successful Computer Training Institute

Mba, Business Administration

MBA Program

Education record

B.S., Business Education

Activities and Societies: Pi Omega Pi - Business Education Fraternity