Explore our Core Client Development and Sales Programs

Negotiation Skills

Master negotiation skills with the Mutual Gains model.

  • Win-win thinking

  • How to prepare, create & distribute value, and ensure follow through

  • Dialogue and listening skills

  • Hands-on practice with negotiation techniques

Client Development

Develop lasting trusted-advisor relationships with clients.

  • Client communication
  • Earning trust and building win-win relationships
  • Utilizing a strategic process to make sales
  • Developing action plans and proposals
  • Gaining repeat business and referrals
Business meeting near laptop

Making Sales in Professional Service Firms

Learn how to identify client needs and make sales in professional service industries.

  • Strategic opportunity analysis
  • Creating interest
  • Building relationships
  • Making the sale
  • Follow-through

How Can we Help You Succeed?

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Passionate – Dedicated – Professional

Our Process

All our training programs are customized to meet your firm’s needs, culture, values and strategic objectives.

initial meeting & proposal

Contact us to set up a meeting. We’ll listen and ask questions about your needs, then send a proposal with our suggestions for a tailored solution.

project strategy & planning

We are at our best when we are customizing. We’ll ask for your feedback and tailor our final program to fit your firm’s culture, timeline and budget.

deliver project & Assess

Using our trademark active learning techniques, we’ll deliver your program in person or virtually, then assess results to ensure skill optimization and ROI.

To discuss your Firm’s Needs And Our Customized Solutions, Get in Touch

Let’s TalkLet’s Talk