Building Clients for Life as
a Trusted Advisor

Achieving Enterprise-Wide Scale and Impact

My online programs have helped leading organizations around the world consistently win more new clients, grow and sustain their existing relationships, and connect in the C-suite. With leading-edge, pragmatic content, they help client-facing professionals—whether they’re going through a program in a group of 50 or 1000—build their clients for life.

 

Typical outcomes include:

  • A shift from the “expert for hire” to the ”client advisor” mindset, leading to deeper, broader client relationships and increased loyalty
  • Greater revenue growth and more revenue per client
  • Increased C-suite access and relationships with key decision makers
  • Many-to-many relationships with major clients, helping to earn trusted partner status
  • Being seen by clients as an essential investment in their growth rather than an expense that can be cut at any time

The Expert Versus Advisor Mindset

Enterprise clients can get access to:

  • Significant volume discounts based on the number of participants
  • My roadmap for structuring a blended learning initiative that combines online content, small group meetings, and live plenary sessions
  • Regular, post-program learning nudges that reinforce key strategies and help change habits for good
  • A training guide for small group leaders who will be facilitating monthly meetings
  • For large-scale efforts, consulting advice and personal facilitation of virtual-live plenary sessions

Please click on any of the programs to learn more. You can send an inquiry through the form, below.

Program Icon

The Client Advisor Masterclass Series

Program Image

Make a powerful shift from expert for hire to client advisor and achieve true client development mastery. Earn the Client Advisor Certification with this in-depth set of masterclasses for experienced practitioners.

Program Icon

Building Your Clients for Life

Program Image

Consume these short, incisive lessons anytime, anywhere as you learn to develop your trusted advisor skills and grow your client relationships. For anyone who is in client management or sales.

Program Icon

Building Relationships That Matter

Program Image

Develop the key relationships that will give you access to the best opportunities, get your ideas accepted, and accelerate your career. For early- to mid-career professionals.

Please contact me to discuss your needs

    Back to top