Client Journey
The Job To Be Done: Mastering the Client Journey from Onboarding to Impact
In this workshop, you will discuss with other advisors how to create high-quality customer journeys.
In this workshop advisors will learn:
- How to onboard clients for future success
- How to assess and triage clients
– How to define the scope of work
- How to ensure the execution of agreements
- How to track and report impact to all stakeholders
Client engagement
Keep Them Coming Back: Engaging Client Companies for The Long Haul
In this workshop, you will discuss with other advisors how to overcome the client’s mental and emotional barriers to engaging in the advisory process.
In this workshop advisors will learn:
– How to identify your client’s true needs
– How to captivate client’s minds with relevance, insights, and practicality
– How to engage client’s hearts with vision and identity
– How to change the game with rules, norms, and habits
Client Empowerment
Making Advice Work: Empowering Clients to Take Ownership and Action
In this workshop you will discuss with other advisors how to start advising clients without giving directive advice.
In this workshop advisors will learn:
– How to be a facilitator client’s decision-making process
- How to ask questions that empower the clients
- How to present clients with options with infographics
- How to give clients the final ownership of the decisions
- How to make a bridge from decisions to actions
Client Mindset
Your Mind at Work:
How Your Attitude Can Transform Your Client’s Mindset
In this workshop, you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.
In this workshop advisors will learn:
- How to cultivate an open mind and positive outlook
- How to adopt a mindset to keep things simple
- How to cultivate an action-oriented attitude
- How to install resilience with clients
- How to demonstrate mindsets in practical ways
Client Connection
How to Be Likable:
Building Trust and Rapport with Any Client
In this workshop, you will discuss with other advisors how to improve your rapport-building skills.
In this workshop advisors will learn:
- How to listen through open-ended questions and interest
- How to show authenticity through personal anecdotes
- How to follow clients’ leads and find common ground
- How to match the verbal and nonverbal communication style
- How to provide feedback and acknowledge opinions
Client Ethics
Ethics and Beyond:
Making Ethics and Inclusion Part of Daily Practice
In this workshop you will discuss ethics and inclusion with other advisors and how to make the principles present when interacting with clients.
In this workshop advisors will learn:
- How to communicate ethical principles
- How to demonstrate dedication to inclusion and diversity
- How to handle common ethical dilemmas
- How do define professional standards and live by them
