As a Managing Partner, Managing Director or CEO, you understand that your firm's future depends on developing high-potential professionals into revenue-generating partners who embody excellence. The transition from senior professional to partner is critical - and requires strategic support to ensure success.
Are you seeing ambitious senior professionals who:
Have excellent technical skills but struggle with the leadership needed to drive firm growth and succession planning
Take too long to become partner-ready, creating gaps in your leadership pipeline and risking talent loss
Can't balance current client work while developing the business development skills needed to drive business growth
Show uneven results in bringing in new business, making future revenue hard to predict
Stay in their comfort zone as technical experts instead of becoming firm leaders
Hold back from stepping up in their leadership roles
Other challenges that might keep you awake at night:
Fear your best talent could leave for competitors offering clearer paths to partnership
Worry modern client demands need a new type of partner, and traditional business development methods aren't enough to stay relevant
Risks your firm falling behind as newer companies attract and develop talent faster
Concern the cost of developing senior professionals might not pay off if they don't become revenue-generatng partners
In today's rapidly evolving professional services landscape, the path to partnership has become increasingly complex. The traditional approach of hoping technical experts will naturally develop into business leaders is no longer viable. Your firm's future depends on how quickly and effectively you can transform high-potential seniors into revenue-generating partners who can lead through disruption and drive sustainable growth.
The cost of getting this wrong is substantial - from lost revenue opportunities to talent drain and succession risks. With an average cost of $500,000+ to replace a partner and 18-24 months to get a new partner fully productive, your firm can't afford a trial-and-error approach to partner development.
The Peer to Partner Program bridges this critical gap. Built on real-world experience and proven methodologies, this program provides the structured framework, practical tools, and expert guidance needed to accelerate your senior professionals' journey to partnership by 40%. It's not just about creating partners – it's about developing the next generation of leaders who will secure your firm's legacy and drive exponential growth.
Accelerate partner-track development by 40%, turning senior professionals into revenue-generating partners in 6-12 months instead of 2-3 years
Transform technical experts into strategic leaders who can each drive $1M+ in new business revenue within their first year as partner
Increase partner retention rates to 90%+ through clear development pathways and structured support systems
Double the success rate of partner transitions, ensuring 8 out of 10 candidates successfully step into partnership roles
Create a predictable partner pipeline that reduces succession planning risks and saves $200K+ in recruitment costs per partner position
Boost team productivity by 35% as new partners learn to effectively delegate and develop their teams while maintaining high client satisfaction
Generate 25% higher profits per partner through improved business development skills and strategic client relationship management
Senior Associate, Special Counsel, Salaried Partner
Senior Accountant, Senior Client Manager,
Senior Financial Planner, Practice Managers
Industry experts, SMEs, Senior IT Professionals
Account Directors, Project Managers, Team Leaders,
Relationship Managers, Business Development Managers, HRConsultants
Managers still developing core technical skills
Professionals with inconsistent performance records and not aligned to firms values
Team members with unresolved client service issues
Those unwilling to invest extra time in professional development
Professionals resistant to coaching and business target accountability
Those seeking partner title without leadership interest
Leadership: We help your senior professionals think and act like business owners, not just technical experts. They learn to lead teams confidently, make strategic decisions, and see the bigger picture of your firm's success and growth. Through hands-on practice and guidance, they develop the leadership presence that partnership demands.
Business Acumen: Your future partners learn to grow the business naturally and effectively. We teach them how to build lasting client relationships and spot new opportunities without feeling like they're "selling." Our participants typically bring in 30% more business in their first year, using approaches that feel authentic to them and valuable to clients excellence.
Financial Metrics: Our results speak for themselves. Your professionals will reach partnership 2.5 years faster than their peers. They bring in three times more new business and their clients report higher satisfaction. Best of all, 95% stay with their firms, protecting your investment in their development and lifting your firm's reputation. This isn't just about faster promotion - it's about building stronger, more capable partners who can help lead your firm as an expert in the industry.
Leadership pairs with business acumen to foster Growth by guiding market strategies, while business acumen meets financial metrics to achieve Excellence through measurable performance goals, and leadership connects with financial metrics to build Expertise in creating sustainable value and managing resources effectively.
My strategy session with you provided me with a clear understanding of how your support will guide me in gaining results. You outlined specific areas of my business that I can work on and the gaps that I had not yet considered. Your high level of knowledge was obvious and you were very easy to talk to. Thank you Jocelyn!!
- Ben Wright
Senior Manager and Sales Leader/ Builder of Awesome Teams/ Endless Energy
I met Jocelyn a few years ago when we were both part of a women’s leadership circle. Jocelyn has always been generous with her time and provided insightful advice. Jocelyn is an engaging and eloquent presenter and I have attended a number of her workshops on Personal Branding, Giving and Receiving Feedback, and Positive Money Mindset. Jocelyn is an executive coach who will inspire you be better in all facets of your life - financial, social, physical, mental, and spiritual!
- Cynthia Chung
Procurement Leader at MAICD
I had the pleasure of working with Jocelyn at BT Financial Advice License. Jocelyn has exceptional leadership and coaching skills. She has inspired me in many ways. She is also great at collaborating with other business partners to achieve desirable results. As a member of her team, Jocelyn has my highest recommendation.
- Melanie Galea
National Training Manager, IRESS Market Technology Australia
Jocelyn is a dedicated and talented coach that is committed to her client’s success. She continues to upgrade her knowledge to serve at the highest level and her vast network provides her clients resources needed to achieve the desired results.
- Else Johnson
Clarity and Mindset Coach
Jocelyn is laser focused on helping her clients grow their business in tangible ways. She helps clients uncover opportunities, attract more clients, and drive deeper business results for long term success.
- Sara Sheehan
Executive Coach | Consultant
Jocelyn is all about excellence! As the CEO of Excellence Institute, it is a core value of mine and a rare find. To work with her is truly an experience of a lifetime.
- Kathryn Ford
CEO of Excellence Institute
"The first time Jocelyn and I connected, I immediately felt her warmth and positive energy. Not only was she instrumental in helping me realize a lifelong dream of becoming a published author, but she has also connected me to a network of amazing people from around the world who are like me - driven to accomplish MORE! I’m grateful for that first meeting with Jocelyn, as it opened up a whole new world of possibilities and connections that I likely wouldn’t have found on my own.”
- Jennifer Myers, MBA, CBC
Certified Leadership & Business Coach | International Trainer | Speaker
Jocelyn has an excellent reputation and experience. She is extremely professional and concentrate on adding REAL VALUE to the interaction. We now have a well mapped out process that we employ across most joint projects. We have also been able to upskill many of my clients and move them to the next level. If you are looking for an emotionally intelligent, but tough coach that really cares about making your life fantastic - choose Jocelyn!
Come prepared to the meeting with lots of thoughts, ideas and questions. This will ensure you get the most out of the sessions. Thank you for your commitment and care! Thank you for your personal check-ins - they mean so much!
- Jasmin Loke
Jocelyn had experience, a background in this field and came to me with ideas and solutions of exactly what I needed. Her organizational skills and the time she took to go through everything with me.
Before I had my session with her, my systems were in need of tweaking. I was in the process of building out standard operating procedures and needed guidance on what to add to my documentation. Now, I've created streamline processes in my backend to work better with my team. Jocelyn is nurturing, smart, intelligent and will hold you accountable. Jocelyn is a wealth of knowledge and information from her past experiences in banking. She is able to weave in her experiences with her heart-centered approach to leadership and provide an epic experience for her clients. I needed support with back-end business systems and structures, and that's exactly what I got!
- Bridget Sicsko
Founder of Exalted Publishing House, Podcast Host, Sales Coach, Kundalini Yoga Teacher & Networking Event Host
I have known Jocelyn in a personal capacity for a number of years and thought of her as a resilient, resourceful and inspiring individual having known of her perseverance and successes during this time. I had been struggling to transition from being a healthcare professional, working in a highly acute and fast paced hospital environment to being a first-time mother, compounded with the diagnosis of postnatal anxiety and depression. When I had the opportunity to partake in personal coaching with Jocelyn, it filled me with a great sense of positive expectation in hopes that I would gain clarity around my life’s changes, set new goals and learn strategies to help me achieve a healthier, successful and balanced lifestyle.
Through our coaching sessions, I found Jocelyn to be very knowledgeable about a wide variety of topics ranging from nutrition to career and relationships. The diversity of her knowledge and the ‘art’ of asking the right questions gave her the ability to enlighten me to new insights about myself and develop valuable awareness of changes I needed to make to steer me towards my goals. I have learnt to identify unproductive mindsets, new models of goal setting and the value of self-discipline. I left each session with a clear and achievable action plan, and at the end of our sessions, have come away with skills I will be able to continue to employ to stay on the right path.
If you want to make positive changes in any aspect of your life, you don’t need to have the answers. If you have just a fibre of your will that is ready to commit to making a change, Jocelyn will nurture that through creating an environment of honesty, motivation and accountability to set you on the right path of being the best version of yourself.
- Alethea Kavanagh
With over two decades of distinguished experience in Australia's premier banking institutions, Jocelyn Chong brings a powerful combination of real-world leadership success and proven expertise in transforming senior professionals into exceptional partners.
As an award-winning leader and bestselling author, Jocelyn has walked the path from peer to partner, understanding firsthand the challenges and opportunities that lie ahead for ambitious professionals. Her impressive credentials include an MBA specializing in Entrepreneurial Management, an Advanced Diploma in Financial Planning, and graduation from the Australian Company Board Directors program.
What sets Jocelyn apart is her unique ability to blend strategic insights with practical application. She's not just a consultant – she's a dedicated mentor who has built and led high-performing teams to national recognition. Her leadership development programs consistently deliver measurable results, transforming technical experts into business leaders who drive organizational growth.
As a sought-after keynote speaker and creator of innovative leadership programs, Jocelyn's influence extends across the Australian business landscape. Her proven methodologies are built on real-world experience, ensuring that every principle taught translates directly into professional success.