ShareOne ReviewsCustomer story · Rising Oak Advisory
Tripled Confidence in Next Generation Leadership Planning and Sales Transparency
Gerri DeRubeis · Recorded 11/11/2024
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- Share One · November 11, 2024
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Gerri DeRubeis of Rising Oak Advisory reports that working with Stanislav tripled their confidence in planning and coaching next-generation millennial leadership. The engagement successfully resolved issues regarding sales team transparency and provided crucial corroboration for high-level financial decisions, helping the firm better prepare for future transitions and exit strategies.
At a glance
- Primary Use Case
- Millennial leadership coaching and sales team transparency
- Reported Result
- Confidence in next-gen planning rose three fold
- Time to Value
- Not stated
“Our confidence in the level of our planning and coaching of the next generation has risen three fold.”
“The sales team at our business before using Stanislav... was not very transparent... he helped us to get that transparency we need.”
“Stanislav helped me to corroborate the level of financial decisions that we were making.”
The interview
How has Stanislav impacted your leadership team?
Stanislav really hits it off with the millennial leadership and he is right on with being able to coach them. Our confidence in the level of our planning and coaching of the next generation has risen three fold.
Can you introduce yourself and your role?
Hi, my name is Gerri DeRubeis. I'm a business financial planner and exit strategy advisor and I live in California.
What specific problem were you facing with your sales team?
The sales team at our business before using Stanislav to help us was not very transparent with what they were working on and he helped us to get that transparency we need.
How did you feel about bringing in an outside advisor?
It took us a while to bring another advisor into the mix but Stanislav with Rising Oak Advisors was the perfect fit.
What was the most helpful part of the engagement for you personally?
I think Stanislav helped me to corroborate the level of financial decisions that we were making and so that was helpful to me.
What advice would you give to someone considering this service?
I would say take the chance because you don't know what you don't know.
Frequently asked
Is it worth bringing an outside advisor into a financial planning firm?
Gerri DeRubeis admits it took their firm a while to bring another advisor into the mix, but found Stanislav to be the perfect fit. She advises others to 'take the chance' because you don't know what you don't know.
How does Rising Oak Advisory handle millennial leadership?
According to Gerri DeRubeis, Stanislav hits it off well with millennial leadership and is highly effective at coaching them. This specific focus helped the firm triple their confidence in their next-generation planning.
Can an outside consultant help with sales team transparency?
Yes, Gerri DeRubeis noted that their sales team was not very transparent about their work before the engagement. Stanislav helped the business achieve the specific level of transparency they needed.
Full transcript
About Rising Oak Advisory
Rising Oak Advisory
Official site: imcurrentlyrebranding.comRising Oak Advisory provides specialized coaching and advisory services designed to bridge the gap between current leadership and the next generation. They serve professional firms, such as financial planners and exit strategy advisors, by improving internal transparency and corroborating complex financial decision-making. Through the work of advisors like Stanislav, they help businesses transform their leadership confidence and operational clarity.
- Industry
- Business Coaching and Advisory
Topics
- leadership coaching
- business financial planner
- sales transparency
- millennial leadership
- exit strategy
- professional services
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How this story was recorded
How long did it take Gerri DeRubeis to record this Rising Oak Advisory testimonial?
Just a few minutes. Share One walks the customer through one question at a time, so Gerri DeRubeis never had to plan a script or re-shoot. The polished page you're reading was produced from that single take — see how it works at share.one.
Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.
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