Trailhead Coaching Case Studies

Sparks Financial is the most successful wealth management team in the Northwestern Mutual system, with assets under management exceeding $500 million, operating in 48 states.  In the last three years, in which SF has experienced record-breaking growth, Trailhead Coaching has been a crucial partner, providing 1-on-1 executive coaching to each member of the team.

Several years ago, Trailhead led SF through a process of better understanding who they are (and who they aren’t), and the impact they dream of having in the lives of their clients.  Sparks executives look back on the clarity coming out of that consultation as a critical element of their success.    

The Redstone Group is a $75 million manufacturer’s rep firm, providing high-quality restaurant equipment and furniture to customers such as Chipotle, Red Robin, Qdoba, and Einstein Bagles.  In addition to coaching Redstone’s CEO and executive leadership team, Trailhead has the privilege of coaching deeper into the organization, an offering that Redstone officials consider one of their marquis employee benefits.

Over the last three years, Trailhead has helped Redstone sharpen its focus, improve organizational clarity, and solidify its position as a leader in their industry.