We loved working with Shannon! She is incredibly experienced and professional, and her personal service was outstanding. Shannon is a diligent listener with an acute attention to detail. She spent time getting to know me and our company culture, and she helped me determine which personnel needs were a priority before we ever put an action plan into place. It was obvious that she cared about our long-term success, not just filling a position or addressing a short-term concern.

Shannon has a gift for cultivating healthy, productive relationships and developing intentional organizational structures that lead to employee retention and company growth. She approaches each project with a fresh perspective and brings thoughtful, creative, actionable ideas to the table. She is clearly a seasoned expert in her field, but Shannon addressed my needs with respect and attention despite our company’s smaller size. We will absolutely contact Shannon O’Toole Coaching for support as we continue to grow our team!

We engaged Shannon to help us review, streamline and improve our entire employee engagement process. Shannon’s unique combination of deep experience and interpersonal skills creates a blend of proven process and pragmatism that moved our organization forward 10 years in about 3 months.

If you are looking for someone who can ask you the right questions, has heard it all before and blends process with pragmatism, then you want to hire Shannon. She knows the importance of process but understand the pragmatism needed to be nimble in today’s rapidly changing world. She worked with our leadership team and later our entire team to get everyone in the right seat, pulling the same direction and working as a high-performance team, not just a bunch of high-performance individuals.

I’ve been a human capital expert for close to two decades. For the last almost ten years, I’ve had the privilege of collaborating with Shannon as she’s tackled a myriad of human capital needs within financial advisory firms. Entrepreneurial, client-centric founders, principles and advisors face unique challenges as their practices grow and evolve. Shannon understands these nuances and how to tap into the existing talent of today while getting organized and ready for tomorrow. On top of being an HR practitioner, she’s a coach, a facilitator, a counselor and a presenter. She’s an expert in acquisition integration and leadership succession. Shannon could help any RIA achieve their people-related goals.

The reflection part of the feedback process really allowed me to evaluate my level of engagement in my role and the firm. The questions really allowed me to feel like I was looking in a mirror to determine how my talents best served the firm and our clients.