Personal Development and Wellbeing
Date: 4th April 2025
Time: 12:00pm - 1:00pm
CPD hours: 1.1 hours
Non member: £99.00 + VAT
Presenter
Dave Norris
Presenter
Stephen Paul
This session will use the real-life experiences of an innovative practitioner to demonstrate that when you engage with clients (and empower your team to do the same), you not only make that client feel valued, but also identify ways to help them and generate more revenue for the firm. The course will also show how this client of client relationship means they are very unlikely to leave the firm and will be less price sensitive.
• Spending time with and listening to your clients
• Helping clients articulate their objectives
• Demystifying the technical
• The importance releasing the team to entertain clients
• Engaging the team with client meetings
• Keeping the team motivated
• Ensuring client knowledge is shared
• Getting response times down with an informed team
• Making the client feel part of the “team”
• Being the trusted advisor
Principals and senior members of client facing staff.
What's Included
