Description
Institutions need to move toward building ‘trusted advisor’ status and securing dependable relationships over a series of contact points with their clients. This begins with the delegate appreciating their own purpose and why they are here, simultaneously, taking time to connect and understand the ‘client’s agenda’ and preferences in detail before setting out on the advice journey. Delegates will develop the obligation of managing their business like it is a franchise, to lead with personal responsibility, accepting challenges and providing solutions for their clients. To achieve a sales culture where all advisers regularly challenge their clients, they warn them, they prepare them, they keep them on track to achieve their specific goals and they are happy to go on the journey together in good times and in bad.
What you will learn
Primary objectives -
- Managing Stakeholders and Driving Activity
- Relentlessly Managing the Client Relationship Timeline (CRT) and being the expert in the room.
01904 471088
Email