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.
Evolve from an Expert-for-Hire to a Client Advisor and Build Clients for Life
Build Flagship Institutional Relationships
Become a Person of Interest to Top Executives
Create Buyers as a Trusted Advisor
"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.