Learning and doing
This comprehensive set of training and coaching modules below focuses on honing strong communication skills, building trust, and cultivating a client-centric mindset. Through interactive training workshops, immersive simulations, and optional personalized coaching sessions, you develop the ability to understand client needs, provide tailored, well articulated solutions, and build lasting relationships.
I believe that top professionals now have to transcend their narrow role, becoming trusted partners who contribute significantly to their clients’ business performance. This content is designed to give them the confidence and skillset to do just that.
Training is most effective when combined with group or individual coaching sessions to apply the learning in real situations. This turns great intention into actions and behaviours.
Trusted Partner training sessions for Business Development & Account Management
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VALUE-BASED STORYTELLING
Tactical storytelling aimed at all client-facing people
Outcomes
Capability to tell a focused value-based story
Real thought as to where the professional should focus their time and build their own story
Having a clear and simple structure for developing a sharp sales story, and a first story to tell
Confidence in meeting potential clients or colleagues across the firm in explaining how they can help and what they deliver
A mindset shift to tell the story of value created not the service involved
Developing more clients like the best ones
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STRATEGIC STORYTELLING
Aimed at those leading major client accounts
Outcomes
Understanding the power and importance of storytelling with major clients
Developing a value based proposition for the best clients
Creating a bespoke narrative with your biggest clients
Practice telling great stories and improving skills
Better communication, more effective delivery, greater impact in client meetings, distinctive positioning with key clients
A mindset shift to developing a powerful narrative with great clients, not simply delivering a service
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HOW TO BE A TRUSTED ADVISOR OR PARTNER
Aimed at those leading major client accounts
Outcomes
A clear understanding of what it means to be a trusted advisor as opposed to a valued service provider
Identification of who I want to be a trusted advisor to.
Consideration of being a trusted partner – can I achieve this with these clients? If so, what does this mean? How does this change how I behave?
Mapping out a plan to move from service provider to trusted advisor to trusted partner with target clients
Focusing on building Relationship Capital not just winning deals
Half day/full day training: drafting a plan of action
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LEADING HIGH TRUST MEETINGS
Aimed at all client-facing people
Outcomes
People with strong technical ability may be poor at leading meetings - a critical BD skill.
A clear, structure for meetings reflecting high quality professionalism.
More confidence by the client in the professional through better meetings.
Understanding that all meetings either build or damage trust, and so intentionally doing the former.
Better, more efficient meetings.
Lead meetings with confidence - ensure there is an agreed outcome.
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CLIENT CONVERSATIONS THAT BUILD TRUST
Outcomes
People with strong technical ability may have poor interpersonal skills when leading client conversations.
In a competitive market in which technical abilities are common, these interpersonal behaviours make all the difference - this tackles this issue.
No professional wants to sell – but can feel comfortable with a structure that explores outcomes for the client in a confident way.
This training provides an approach and framework that can be used in all type of conversation - including difficult ones.
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DELIVERY FORMAT
All sessions can be delivered in 90 minute, half day or full day formats. Longer sessions allow for more practical work directly on real world accounts and situations.
For optimal results, combine training with follow up group or individual coaching. This turns learning into action, and provides the foundation for the new behaviours and skills to become habit.
All of these themes can form the basis of powerful team workshops to explore the issues and reach conclusions.
Trusted Partner training sessions for Leadership
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LEADER AS STORYTELLER
Strategic and tactical storytelling aimed at current and future leaders
Outcomes
Belief that storytelling is a critical leadership skill
Have a simple way to construct high impact stories for leadership and rainmaking
Practice telling great stories and improving skills
Half/full day training: develop a strategic narrative for self and team
Full day training: longer coaching and practice of storytelling delivery
Better communication, more effective delivery, greater impact of leadership
Learnings
To lead is to tell a story and bring it to life – what story are you telling?
How and why storytelling creates the reality of your business and team
A practical framework for strategic and tactical storytelling
The importance of using stories to achieve outcomes
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THE TRUSTED LEADER
High trust leadership skills aimed at current and future leaders
Outcomes
Understanding the importance and value of trust in leadership
Challenging existing practice and behaviour to move from transactional to high trust leadership
A mindset shift to focus on building trust with the team and a team which is trusted
Knowledge of how to do this
More engaged team, more collaborative culture, better work
•Full day training: a game plan to do this
Learnings
Who I trust and why it matters
Who trusts me and why it matters
Different styles of leadership
Self-analysis
Using the Trust Triangle to design high trust leadership
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TURNING VALUES INTO VALUE
Putting values into practice aimed at current leaders
Outcomes
Turning your value statements into practical ways of working
Consciously creating a culture in the team based on agreed values
Making this a consistent activity, not a one off initiative
Learnings
Are our values the right ones?
What do they mean in practice?
Real world scenarios and how to deal with them in a way which is consistent with our values
The value this will create
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LEADING HIGH TRUST MEETINGS
Practical skill aimed at all current and future leaders
Outcomes
People with strong technical ability may be poor at leading meetings - a critical leadership skill
A clear, structure for meetings reflecting high quality professionalism
More confidence by the team through better meetings
Understanding that all meetings either build or damage trust, and so intentionally doing the former
Better, more efficient meetings
Lead meetings with confidence
Learnings
How to structurea meeting with a clear end in mind
The 4-step process to leading a successful meeting
Value-focused meetings – tackling soft and hard issues so that there’s a clear case and outcome
Involving everyone – asking open questions
Moving off the solution to explore options.
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LEADING A TEAM OF OF TRUSTED PARTNERS
Trusted Partnership is a team effort and this is aimed at current leaders
Outcomes
A clear understanding of what it means to be a trusted partner to clients or other parts of the business and how to develop this in the team
Identification of to whom I want my team to be a trusted partner and why.
Mapping out a plan to move from service provider to trusted partner
Learnings
What it means to be a trusted partner and the value it creates
What this looks like in my team and practice
Using the Trust Triangle to design a strategy for my team which drives consistency in behaviours and actions that build trust with clients and colleagues
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DELIVERY FORMAT
All sessions can be delivered in 90 minute, half day or full day formats. Longer sessions allow for more practical work directly on real world accounts and situations.
For optimal results, combine training with follow up group or individual coaching. This turns learning into action, and provides the foundation for the new behaviours and skills to become habit.
All of these themes can form the basis of powerful team workshops to explore the issues and reach conclusions.