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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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."

– Diana Brightmore-Armour, Former CEO,
Corporate Banking, Lloyds Banking Group and currently CEO, ANZ UK.

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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.

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