Client Results
Case Study
Reactive Manager to Strategic Leader
Leaders can take greater control, enhance their effectiveness, and maintain a high quality of life without being viewed as less dedicated.
"My company gave me the opportunity to invest in my own growth and development by taking advantage of coaching from Dan Roberts. If you ever have the chance, I highly recommend Dan if you are navigating a new role through a promotion like I was. His advice, coaching, and guidance were instrumental in helping me as I navigated settling into my new leadership role."
Brian Misson
AMD Claims Operations Manager at Granger Insurance
"Dan Roberts has been an outstanding executive coach in further developing and honing my strategic business development knowledge and skills! Each session provided actionable takeaways to incorporate immediately into my own professional and personal growth. His expertise on key communication methods and as well as influencing others provided practical solutions for managing customers. His superior guidance and insights along with shared resources on thoughtful and strategic career growth have been a beacon. It has been a great privilege and recommend his masterful approach and experience to anyone in search of valuable growth!"
Charlene McKay
Senior Director of Operations
"It is with great pleasure that I recommend Dan for any endeavor he wishes to pursue. I worked with Dan at FirstLight Home Care where he was my Regional Business and Territory Development Manager and Supervisor at our corporate level. Dan is a proven leader and assisted the FirstLight Home Care team at both the corporate and local levels to advance, change, and adapt to local marketplace and geographical consumer demands. Dan provided strategies and training techniques to Franchise Owners, Marketing Directors, and helped to integrate FirstLight Home Care into local markets. With the ever changing landscape of Home Care and Home Health Care services in a very demanding and often saturated market, Dan had to help transform and initiate change at the local level for this smaller company to succeed and compete in the much larger marketplace. Dan, as an individual, is a caring, compassionate person and professional, motivated to succeed, positive, encouraging, and teaches the importance of relationship building and networking via all avenues. He is well versed in organization, documentation, and is a great mentor. Dan has extensive knowledge in sales, marketing, consulting, coaching, and change transformation. He provides constructive criticism in a kind and effective way, coaches by example, and offers valuable suggestions and solutions for change and transformation as needed. He is a team player, encourages and coaches, everyone in being successful and being their own personal best. I am proud to say that Dan has become a good friend over the years and that I look forward to working with him on projects in the future."
Carrie Tess Shapiro
Director of Marketing at Firstlight Homecare
Case Study
Leading an Enterprise Change Initiative
Gain alignment and trust with top leaders while also dealing with less resistance and more engagement from employees.
"Dan's coaching was invaluable during a period of significant growth in my leadership responsibilities. As I took on a greater scale and scope role, Dan's guidance was instrumental in navigating key challenges. His expertise in leading change equipped me with strategies to gain stakeholder buy-in, effectively communicating, and ensure smooth transitions. Through his coaching, I learned to identify and leverage individual strengths, foster collaboration, and cultivate a culture of accountability, effectively managing high-performing teams.
Dan's impact extended beyond team management. He also helped me address areas like time management and effective delegation. By providing valuable first-hand tools and techniques, he empowered me to prioritize tasks effectively, delegate with confidence, and strive towards achieving a work-life balance.
Dan's approach combines a safe space for open communication and self-reflection, but also specific coaching techniques which were crucial for identifying and improving my strengths and areas for growth.
Overall, Dan's coaching has had a lasting impact on my leadership style and overall effectiveness, I'm grateful for having the opportunity of collaborating with him and I'm genuinely thankful for his dedication, passion and support."
Dan's impact extended beyond team management. He also helped me address areas like time management and effective delegation. By providing valuable first-hand tools and techniques, he empowered me to prioritize tasks effectively, delegate with confidence, and strive towards achieving a work-life balance.
Dan's approach combines a safe space for open communication and self-reflection, but also specific coaching techniques which were crucial for identifying and improving my strengths and areas for growth.
Overall, Dan's coaching has had a lasting impact on my leadership style and overall effectiveness, I'm grateful for having the opportunity of collaborating with him and I'm genuinely thankful for his dedication, passion and support."
Rafael Rubio
SVP, Global Supply Chain at Flex
"I recently had the pleasure of working with Dan on a large IFS ERP project. When I reached out to a previous colleague asking for recommendations for a Change Leadership Advisor for my project; he didn’t hesitate to recommend Dan.
From the onset of our first conversation, I found Dan to be engaging, attentive and very approachable. During our time together, he exhibited strong listening and observational skills that he then applied to coach the leaders through the extensive transition that was ahead; always quick to listen to concerns and make himself available to address any challenge.
Dan’s deep well of experience, along with his varied background, allow him to effectively communicate at all levels of the organization. I would recommend him to any leaders that are navigating and leading change."
From the onset of our first conversation, I found Dan to be engaging, attentive and very approachable. During our time together, he exhibited strong listening and observational skills that he then applied to coach the leaders through the extensive transition that was ahead; always quick to listen to concerns and make himself available to address any challenge.
Dan’s deep well of experience, along with his varied background, allow him to effectively communicate at all levels of the organization. I would recommend him to any leaders that are navigating and leading change."
Diane Dixon
Senior Project Specialist
"Dan Roberts is an amazing leader, change management guru, and human. I had the pleasure of working for him for two years, during which we were focused on readiness, adoption, and sustainment of Agile at Wells Fargo.
Dan is the epitome of a servant leader and coach. In his role as my manager, I felt heard, supported, and appreciated. He always asked, “How can I help?” I trusted Dan fully and felt certain that he always had my back.
From a change management/leadership perspective, Dan has extensive experience/expertise and is able to balance the strategy and vision setting of a transformational change with the tactics of how work gets done and how people may respond to the change. His efforts to build relationships and create a change network resulted in not only better business outcomes, but also a place where colleagues felt safe to show up, to share, and to learn and develop. Additionally, Dan is one of the most tenacious and dedicated people I know. Despite working on ambiguous tasks and in a challenging environment, he continually and constantly sought to make things clearer and better.
Finally, Dan is an extraordinary human. He is kind, empathetic, and seeks to help and be there for others. It was truly a pleasure to work with him. Dan Roberts is an amazing leader, change management guru, and human. I had the pleasure of working for him for two years, during which we were focused on readiness, adoption, and sustainment of Agile at Wells Fargo. Dan is the epitome of a servant leader and coach. In his role as my manager, I felt heard, supported, and appreciated. He always asked, “How can I help?” I trusted Dan fully and felt certain that he always had my back. From a change management/leadership perspective, Dan has extensive experience/expertise and is able to balance the strategy and vision setting of a transformational change with the tactics of how work gets done and how people may respond to the change. His efforts to build relationships and create a change network resulted in not only better business outcomes, but also a place where colleagues felt safe to show up, to share, and to learn and develop. Additionally, Dan is one of the most tenacious and dedicated people I know. Despite working on ambiguous tasks and in a challenging environment, he continually and constantly sought to make things clearer and better. Finally, Dan is an extraordinary human. He is kind, empathetic, and seeks to help and be there for others. It was truly a pleasure to work with him."
Dan is the epitome of a servant leader and coach. In his role as my manager, I felt heard, supported, and appreciated. He always asked, “How can I help?” I trusted Dan fully and felt certain that he always had my back.
From a change management/leadership perspective, Dan has extensive experience/expertise and is able to balance the strategy and vision setting of a transformational change with the tactics of how work gets done and how people may respond to the change. His efforts to build relationships and create a change network resulted in not only better business outcomes, but also a place where colleagues felt safe to show up, to share, and to learn and develop. Additionally, Dan is one of the most tenacious and dedicated people I know. Despite working on ambiguous tasks and in a challenging environment, he continually and constantly sought to make things clearer and better.
Finally, Dan is an extraordinary human. He is kind, empathetic, and seeks to help and be there for others. It was truly a pleasure to work with him. Dan Roberts is an amazing leader, change management guru, and human. I had the pleasure of working for him for two years, during which we were focused on readiness, adoption, and sustainment of Agile at Wells Fargo. Dan is the epitome of a servant leader and coach. In his role as my manager, I felt heard, supported, and appreciated. He always asked, “How can I help?” I trusted Dan fully and felt certain that he always had my back. From a change management/leadership perspective, Dan has extensive experience/expertise and is able to balance the strategy and vision setting of a transformational change with the tactics of how work gets done and how people may respond to the change. His efforts to build relationships and create a change network resulted in not only better business outcomes, but also a place where colleagues felt safe to show up, to share, and to learn and develop. Additionally, Dan is one of the most tenacious and dedicated people I know. Despite working on ambiguous tasks and in a challenging environment, he continually and constantly sought to make things clearer and better. Finally, Dan is an extraordinary human. He is kind, empathetic, and seeks to help and be there for others. It was truly a pleasure to work with him."
Margeret Morse
Senior Change Manager
"I have had the pleasure of working with Dan for the past couple of years.
From the day I started, Dan reached out, made me feel very welcomed, and became a great partner in the transformation we were both playing a lead role in.
First and foremost Dan is engaging, kind and thoughtful. Alongside those great interpersonal skills, Dan is a thought leader in the Change Management field. He gets it. Change happens all around us, and we so often focus on getting the change done, without giving thought to the actual mechanisms of change. This is where Dan excels. He is a leader in enabling organizations to lay out and then manage through the change, gaining insight and support from senior leaders and through their teams.
He understands the impact, the need for ongoing communication (not one and done), the people side, and looks to deliver clear, and effective, change communications throughout.
Dan taught me a great deal on how to effectively manage and communicate the needs and demands of effective organizational change management.
A leader in this space and someone I would love to work with again.I have had the pleasure of working with Dan for the past couple of years. From the day I started Dan , reached out, made me feel very welcomed, and became a great partner in the transformation we were both playing a lead role in. First and foremost Dan is engaging, kind and thoughtful. Alongside those great interpersonal skills,Dan is a thought leader in the Change Management field. He gets it. Change happens all around us, and we so often focus on getting the change done, without giving thought to the actual mechanisms of change. This is where Dan excels. He is a leader in enabling organizations to lay out and then manage through the change, gaining insight and support from senior leaders and through their teams. He understands the impact, the need for ongoing communication (not one and done), the people side, and looks to deliver clear, and effective, change communications throughout. Dan taught me a great deal on how to effectively manage and communicate the needs and demands of effective organizational change management. A leader in this space and someone I would love to work with again."
From the day I started, Dan reached out, made me feel very welcomed, and became a great partner in the transformation we were both playing a lead role in.
First and foremost Dan is engaging, kind and thoughtful. Alongside those great interpersonal skills, Dan is a thought leader in the Change Management field. He gets it. Change happens all around us, and we so often focus on getting the change done, without giving thought to the actual mechanisms of change. This is where Dan excels. He is a leader in enabling organizations to lay out and then manage through the change, gaining insight and support from senior leaders and through their teams.
He understands the impact, the need for ongoing communication (not one and done), the people side, and looks to deliver clear, and effective, change communications throughout.
Dan taught me a great deal on how to effectively manage and communicate the needs and demands of effective organizational change management.
A leader in this space and someone I would love to work with again.I have had the pleasure of working with Dan for the past couple of years. From the day I started Dan , reached out, made me feel very welcomed, and became a great partner in the transformation we were both playing a lead role in. First and foremost Dan is engaging, kind and thoughtful. Alongside those great interpersonal skills,Dan is a thought leader in the Change Management field. He gets it. Change happens all around us, and we so often focus on getting the change done, without giving thought to the actual mechanisms of change. This is where Dan excels. He is a leader in enabling organizations to lay out and then manage through the change, gaining insight and support from senior leaders and through their teams. He understands the impact, the need for ongoing communication (not one and done), the people side, and looks to deliver clear, and effective, change communications throughout. Dan taught me a great deal on how to effectively manage and communicate the needs and demands of effective organizational change management. A leader in this space and someone I would love to work with again."
Lee Barnett
Senior VP of Business Execution at Wells Fargo
"I worked with Dan on an Enterprise Agile transformation. He coached leaders and was able to empathize with stakeholders to gain their buy in. He developed and implemented a successful change plan to drive adoption. Dan has a strong work ethic and it would be great to work with him again in the future. I recommend his skills and experience for future roles! I worked with Dan on an Enterprise Agile transformation. He coached leaders and was able to empathize with stakeholders to gain their buy in. He developed and implemented a successful change plan to drive adoption. Dan has a strong work ethic and it would be great to work with him again in the future. I recommend his skills and experience for future roles! "
Erin Dean
VP of Performance Management
Case Study
Improve Interpersonal Skills
A holistic approach helps change ingrained behaviors and habits in order to create stronger relationship skills.
"Dan was a great coach! We focused primarily on my EQ-Emotional Management as I prepare for next level leadership. Without Dan I would not be as confident as I am now. I would highly recommend Dan for anyone thinking about the next level and what it takes to get there."
Al Pelzer
Senior Manager, Enterprise Systems for Kimco Realty Corporation
"Dan’s ability to deliver sound advice and coaching comes from first hand experience in navigating dynamic and challenging corporate environments. I would recommend Dan’s service to anyone looking to expand their toolkit and sharpen their people skills for use in their current role or in preparation for future opportunities."
Jeff Wallace
Chief Supply Officer
"I am delighted to recommend Dan as an exceptional Executive Coach. Throughout our time working together, Dan consistently demonstrated a deep understanding of career development and a genuine passion for helping clients achieve their professional goals.
Dan possesses a unique ability to identify individual strengths and areas for improvement, providing guidance that is both insightful and actionable. His expertise in networking strategies and guidance on creating my own opportunities has been invaluable, leading to significant advancements in my career.
What sets Dan apart is his empathetic and supportive approach. He is an excellent listener that creates a positive and encouraging environment, making it easy to discuss challenges and celebrate successes. His dedication to my success was evident in every meeting, and his motivational support has helped in my professional growth.
I wholeheartedly recommend Dan to anyone seeking a knowledgeable, compassionate, and results-oriented Executive Coach. His commitment to excellence and unwavering support makes him an outstanding asset to anyone’s career journey."
Dan possesses a unique ability to identify individual strengths and areas for improvement, providing guidance that is both insightful and actionable. His expertise in networking strategies and guidance on creating my own opportunities has been invaluable, leading to significant advancements in my career.
What sets Dan apart is his empathetic and supportive approach. He is an excellent listener that creates a positive and encouraging environment, making it easy to discuss challenges and celebrate successes. His dedication to my success was evident in every meeting, and his motivational support has helped in my professional growth.
I wholeheartedly recommend Dan to anyone seeking a knowledgeable, compassionate, and results-oriented Executive Coach. His commitment to excellence and unwavering support makes him an outstanding asset to anyone’s career journey."
Scott Bender
Vice President of Hospitality Enablement (OpX), Aramark
Case Study
Improve Work-Life Balance
Leaders learn to be more assertive with stakeholders and their team to establish boundaries, delegate responsibilities, and ensure their time and capacity are respected.
"I highly recommend Dan for anyone navigating a career transition. His insightful guidance was instrumental in helping me find focus and balance, manage high levels of change in my new role, and solidify my vision for future goals. Dan provides exceptional support and practical strategies that empower his clients to thrive."
Ellen Shaunessy
HR Business Partner | Driving Change, Growth & Engagement in Global Transportation Tech
"I am a Business Manager and manage teams of nuclear professionals, which is a very high-stress position. I encountered Dan Roberts from a recommendation of a trusted peer, as I was discussing the challenge I was having of finding the balance between being an effective Leader and still ensuring that I was also giving time to my own needs; emotionally, physically and mentally. Dan has a very grounded style of Coaching and it worked well for me. Dan doesn’t TELL you what to do instead he engages you with discussion and guidance that leads you to creatively go where you thought you had no reserves left to go! Dan helped me to gain tools to improve my emotional intelligence, which has helped me immensely to have a better relationship with my teams, be more effective at motivating them and bringing my own stress levels down. Dan clearly has a plethora of knowledge and experience in lifting executives to a higher level of creative thinking and stress management. I would absolutely recommend Dan Roberts as a highly capable and intuitive Coach/Advisor."
Lisa Corcoran
National Business Manager, FME Nuclear Services
