
Services
• In-house program
• Half-day workshop
• Seminars / PD Sessions
• 1:1 Coaching
Bespoke Learning Programs
Working with management and their people - we take the time necessary to understand the business; and the nature and content of current conversations with clients and potential clients.
This allows us to design the program with specific outcomes in mind for the business, and the personal development of its people.


The Initial Meeting With a Potential Client...
• What do you need to know before you say anything about yourself, your firm, your advice, product(s) or service(s)?
• Why do you need to know this?
• What questions do you currently ask to find out?
• What do you tell your potential client about you?
• Why do you tell them that?
Most people don't know what they need to know; don't know why they need to know it; and don't tell their potential client what they most want to hear.