Before starting my own firm over 20 years ago, I was a senior partner and country chief executive officer for a large global consulting company.
I’ve served more than 200 leading clients from around the world, including companies such as PwC, Ernst & Young, IBM, McKinsey, Bain, Booz Allen Hamilton, Citibank, UBS, Bank of America, Spencer Stuart, and many others (here’s a partial client list). I’ve also trained over 50,000 professionals, in 52 countries, in my client development strategies.
Below, I’ve set out the main resources I offer my clients. Most of them take advantage of my online programs, which together provide nearly 40 hours of in-depth learning. I do continue to offer, selectively, live/virtual sessions. Usually these are for clients who are also using my online courses to upskill a large population of professionals.
You can view a complete biographical profile here.
Over a decade ago, I realized that online learning would grow in importance, and I started my Learning Academy.
Today, I offer my clients the most comprehensive suite of programs in the world on how to win new clients, grow existing client relationships, and become a C-suite advisor.
Leading organizations around the globe have used my online courses, sometimes as a part of blended programs, to strengthen and scale these powerful relationship-building strategies, skills, and behaviors across large populations of client-facing professionals.
You can read more about my online courses here.
350+ Free Articles
My website offers over 350 free articles I’ve written on virtually every aspect of earning clients for life as a trusted advisor.