Workshops

Interactive workshop training provides
participants with an overview of the core client development knowledge, skills and tools necessary for effective rainmaking. Workshops stress key principles and practical steps and address topics such as:

• A Client Development Conversation: Practical Tools & Tips for Building Business Relationships
• Creating and Effective Client Development Plan That Works for You
• Tips for Getting the Most Out of Your Client Events
• Networking with Purpose

Other professional development workshops include:

• Developing the Next Generation: Leadership Basics You Need to Know
• MBTI: A Window into Understanding Personality in Your Firm and Beyond
• MBTI: How Understanding Personality Can Help You Build and Maintain Client Relationships

Interactive components throughout the workshop enhance learning and provide participants with a forum for sharing best practices and discussing opportunities and challenges together.