Seminars and Coaching Services

Helping people become trusted advisors is the core of our work.

We customize client relationship strengthening programs for your firm by building from two basic templates: Trust-Based Selling^™, and Building Trusted Advisor Relationships.

An integral part of seminars--as well as a key standalone service --is the ability to make the learning continue post-session.  The single most powerful tool for making learning stick is coaching.  Read about our Coaching Services.

Would you benefit from our seminars?

Does your firm suffer from:

• professionals not spending enough face to face client time?
• clients who perceive your services as silos?
• selling by telling, rather than selling by doing and adding value?
• good but not great client relationships?
• client retention rates that you know could be improved?
• inadequate service line integration?
• chronic project scope creep?

Do your professionals feel:

• ill-at-ease with having to sell?
• that building trust is vaguely incompatible with being profitable?
• uncomfortable selling follow-on work?
• that most sales training feels manipulative?
• uncomfortable handling client conflict?
• that business development feels vaguely unprofessional?
• that models built on selling cars and computers don't quite work?
• far more comfortable with content than with client relationships?

These are some of the issues addressed by the Trust-Based Selling^™ and Building Trusted Advisor Relationships programs.