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Wellbeing Workshop for Finance Team at Global Asset Management Firm

A 60-minute session delivered to a high-performance finance team, combining coaching, reflection, and practical tips to support energy and morale.

Date
May 2025
Services
Team Coaching Session
Brand
Asset Management Firm
Wellbeing Workshop for Finance Team at Global Asset Management Firm

Key Figures

90
%

Team Engagement

90% of attendees stayed for the full session with active participation and Q&A.

100
%

Session Utiltiy

Post-session feedback from team members averaged 10/10 for relevance and usefulness.

Session overview.

A global asset management firm partnered with us to run a high-impact internal performance session. Their London-based team had been operating under high pressure and uncertainty, and leadership wanted to offer a meaningful experience that supported team wellbeing, performance, and morale without resorting to generic wellness webinars.

Key Goals:

  1. Deliver a credible, practical experience the team would actually engage with
  2. Create space for reflection and recovery after a demanding quarter
  3. Equip the team with actionable tools around energy, stress, and performance

The Seminar

We delivered a 60-minute live performance session grounded in our Mo7ion coaching framework.

The experience included:

  • A high-impact walkthrough of the framework with real-life tools and workplace examples
  • Open Q&A and discussion throughout, allowing the team to explore challenges in their own routines
  • A live movement screen with one participant to highlight how desk-based habits affect performance and posture
  • A clear set of takeaways for the attendees

Feedback was captured via follow-up messaging and verbal debrief.

The session was intentionally conversational, engaging, and non-preachy: designed to meet high-performing teams where they actually are.

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Feedback

The session was described by the session sponsor as having “some of the best wellness content he's seen.”

Participants reported feeling:

  • Re-energised and focused after the session
  • Surprised at how practical and doable the approach felt
  • Grateful for an interactive sessions on areas they'd began to neglect

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