Training Programs
Re-Imagining Your Client Relationships
We offer a comprehensive suite of research-based, leading-edge programs to address a complete range of client development challenges—and help you build your clients for life.
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The Skills of the Trusted Advisor
Evolve from an Expert-for-Hire to a Client Advisor and Build Clients for Life
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Growing Client Relationships
Build Flagship Institutional Relationships
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Developing C-Suite Relationships
Become a Person of Interest to Top Executives
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Winning New Clients
Create Buyers as a Trusted Advisor
Download a brochure on our programs
Over 20, highly interactive content modules can be mixed and matched to customize a program to each client’s precise needs.
"Andrew Sobel's understanding of how long-term client relationships are developed and sustained is unparalleled. He worked closely with our bank’s senior leadership to design, develop, and implement a Trusted Advisor program that embraced nearly 1000 relationship managers. The return on investment has been exceptional."
Our acclaimed mobile learning program, Building Your Clients For Life, dramatically enhances learning and behavioral change. It can be seamlessly integrated with live training, small-group work, coaching, and virtual events.