Gap Analysis: Intersect Investments

Gap Analysis: scotch Investments

University of Phoenix

Intersect Investment external repulse has brought upon such impact they have to retool the counselling they be conducting condescension. In the argonas of global competition has dramatically increased, technology has attack with startling breakthroughs, and response for greater corporate ethics atomic number 18 forcing companies to adjust the way they are doing business(Kreitner & Kinicki, 2004). Over the succeeding(prenominal) twelve months, Intersect Investment wants to transform their company find to reflect as a trusted advisor to its clients. By offering an array of financial services, Intersect sees this as a way to pull aheading lasting relationships with their clients. This can be tight with the sales team showing resistance to change because of their article of belief in their current sales approach is working. In allege to realize the improved vision is by identify the col between where they are and where they would like to be.

Situation Analysis

Issue and Opportunity Identification

According to expectancy theory, people are motivated to behave in ways that produce craved combinations of expected outcomes. The sales team at Intersect has been conducting business the same way for many years and producing positive outcome. However, that way of business is no longer producing the desired outcome.

Intersect Investment has a new vision to provide a broad set of products and services to consumer and small business customers exploitation a dumbfound of customer intimacy that lead build long-term relationships based on trust and value to the customer. To realize this transformational change, Intersect hired Janet Angelo who is familiar with the customer intimacy model and has implemented the model for other companies. In the past Janet has had troika years to make the transformation. She has only twelve months to realize a change at Intersect. Making this type of change will require a...

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