Sloan Wilkins
About Sloan
With over 30 years’ experience in banking, wealth management and executive financial coaching, Sloan Wilkins specialises in training and developing both individuals and high-performing teams.
Sloan empowers teams to work collaboratively as they embrace a customer-centric culture and growth mindset.
His skill in translating complex concepts into practical steps enables organisations to boost team engagement, satisfaction, and performance.
Core Capability
- Skilled in coaching, training, and team education
- Expertise in team management, leadership, and strategic advice
- Proficient in compliance, risk management, and business strategy execution
- Experienced in designing and delivering corporate financial wellness programs
Qualifications
- Master of Business Administration (Executive)
- Graduate Certificate in Business Administration
- Advanced Diploma of Financial Services (Financial Planning)
- Financial Coach Master Training
Key Experience
Leadership of teams in highly regulated environments
Embedding strong compliance and customer-centric cultures inside high-performing teams
Track record of contribution at Executive and Board levels
Development and implementation of relevant education and change programs for individuals and corporate customers
Supportive leadership of teams through internal change efforts, to ensure ongoing performance and delivery of core services to customers
Design and delivery of strategic projects and growth initiatives
Key Customer Experience
Corporate organisations:
- Developing a customer-centric culture
- Aligning everyday activities with company Values
- Enabling performance - clear, capable, and motivated
All Sectors:
- Elevating team performance via coaching conversations
- Managing challenging behaviours
- Specialist and keynote presentations
- Authentic leadership
- Needs-based sales engagement
Small Business:
- Supporting effective entrepreneurship and planning
- Team sales and service focus
- Professional development to drive customer service.
