Our mobile learning program, Building Your Clients for Life, is the most comprehensive digital learning resource of its kind.

  • BulletBased on the most extensive research ever conducted on the ingredients of long-term client relationships.
  • BulletAllows you to scale training and build trusted advisor skills across 100, 500, or even 5000 people, using internal champions to lead small accountability groups.
  • BulletServes as a powerful reinforcement to live training and coaching, but can also be used as a stand-alone resource.
  • BulletProvides 16 hours of training (26 hours if small groups are utilized), giving participants hundreds of proven strategies, tools, and techniques for building clients for life.

Dramatically Accelerate Client Relationship Growth

With leading-edge content, this program helps strengthen the relationship-building skills you need to grow your client base – at a fraction of the cost of traditional training.

Building Your Clients for Life utilizes four powerful methods to maximize learning. It employs a unique delivery process that harness internal champions and peer accountability groups.


Participants report greater confidence and skill at all phases of client development including:

  • Consistently winning more new clients
  • Growing existing relationships
  • Institutionalizing client relationships
  • Shifting from an “expert for hire” to a client advisor role with executives
  • Moving up in the organization

Who is Building Your Clients for Life for?

  • Account Executives
  • Key Account Managers
  • Partners and Managers
  • Salespeople
  • Client Relationship Managers
  • Business Development Executives
  • Client Service Officers
  • …Any client – or customer-facing professional

A Program Can Integrate Multiple Learning Interventions for Maximum Impact

Scalability can be achieved using the eLearning program with monthly, small group meetings, live webcasts, and targeted training workshops.