Learning and doing

This comprehensive set of training and coaching modules below focuses on honing strong communication skills, building trust, and cultivating a client-centric mindset. Through interactive training workshops, immersive simulations, and optional personalized coaching sessions, you develop the ability to understand client needs, provide tailored, well articulated solutions, and build lasting relationships.

I believe that top professionals now have to transcend their narrow role, becoming trusted partners who contribute significantly to their clients’ business performance. This content is designed to give them the confidence and skillset to do just that.

Training is most effective when combined with group or individual coaching sessions to apply the learning in real situations. This turns great intention into actions and behaviours.

Welcome to the Learning and Doing options

Trusted Partner training sessions for Business Development & Account Management

  • VALUE-BASED STORYTELLING

    Tactical storytelling aimed at all client-facing people

    Outcomes

    Capability to tell a focused value-based story

    Real thought as to where the professional should focus their time and build their own story

    Having a clear and simple structure for developing a sharp sales story, and a first story to tell

    Confidence in meeting potential clients or colleagues across the firm in explaining how they can help and what they deliver

    A mindset shift to tell the story of value created not the service involved

    Developing more clients like the best ones

  • STRATEGIC STORYTELLING

    Aimed at those leading major client accounts

    Outcomes

    Understanding the power and importance of storytelling with major clients

    Developing a value based proposition for the best clients

    Creating a bespoke narrative with your biggest clients

    Practice telling great stories and improving skills

    Better communication, more effective delivery, greater impact in client meetings, distinctive positioning with key clients

    A mindset shift to developing a powerful narrative with great clients, not simply delivering a service

  • HOW TO BE A TRUSTED ADVISOR OR PARTNER

    Aimed at those leading major client accounts

    Outcomes

    A clear understanding of what it means to be a trusted advisor as opposed to a valued service provider

    Identification of who I want to be a trusted advisor to.

    Consideration of being a trusted partner – can I achieve this with these clients? If so, what does this mean? How does this change how I behave?

    Mapping out a plan to move from service provider to trusted advisor to trusted partner with target clients

    Focusing on building Relationship Capital not just winning deals

    Half day/full day training: drafting a plan of action

  • LEADING HIGH TRUST MEETINGS

    Aimed at all client-facing people

    Outcomes

    People with strong technical ability may be poor at leading meetings - a critical BD skill.

    A clear, structure for meetings reflecting high quality professionalism.

    More confidence by the client in the professional through better meetings.

    Understanding that all meetings either build or damage trust, and so intentionally doing the former.

    Better, more efficient meetings.

    Lead meetings with confidence - ensure there is an agreed outcome.

  • CLIENT CONVERSATIONS THAT BUILD TRUST

    Outcomes

    People with strong technical ability may have poor interpersonal skills when leading client conversations.

    In a competitive market in which technical abilities are common, these interpersonal behaviours make all the difference - this tackles this issue.

    No professional wants to sell – but can feel comfortable with a structure that explores outcomes for the client in a confident way.

    This training provides an approach and framework that can be used in all type of conversation - including difficult ones.

  • DELIVERY FORMAT

    All sessions can be delivered in 90 minute, half day or full day formats. Longer sessions allow for more practical work directly on real world accounts and situations.

    For optimal results, combine training with follow up group or individual coaching. This turns learning into action, and provides the foundation for the new behaviours and skills to become habit.

    All of these themes can form the basis of powerful team workshops to explore the issues and reach conclusions.

Trusted Partner training sessions for Leadership

  • LEADER AS STORYTELLER

    Strategic and tactical storytelling aimed at current and future leaders

    Outcomes

    Belief that storytelling is a critical leadership skill

    Have a simple way to construct high impact stories for leadership and rainmaking

    Practice telling great stories and improving skills

    Half/full day training:  develop a strategic narrative for self and team

    Full day training: longer coaching and practice of storytelling delivery

    Better communication, more effective delivery, greater impact of leadership

    Learnings

    To lead is to tell a story and bring it to life – what story are you telling?

    How and why storytelling creates the reality of your business and team

    A practical framework for strategic and tactical storytelling

    The importance of using stories to achieve outcomes

  • THE TRUSTED LEADER

    High trust leadership skills aimed at current and future leaders

    Outcomes

    Understanding the importance and value of trust in leadership

    Challenging existing practice and behaviour to move from transactional to high trust leadership

    A mindset shift to focus on building trust with the team and a team which is trusted

    Knowledge of how to do this

    More engaged team, more collaborative culture, better work

    •Full day training: a game plan to do this

    Learnings

    Who I trust and why it matters

    Who trusts me and why it matters

    Different styles of leadership

    Self-analysis

    Using the Trust Triangle to design high trust leadership

  • TURNING VALUES INTO VALUE

    Putting values into practice aimed at current leaders

    Outcomes

    Turning your value statements into practical ways of working

    Consciously creating a culture in the team based on agreed values

    Making this a consistent activity, not a one off initiative

    Learnings

    Are our values the right ones?

    What do they mean in practice?

    Real world scenarios and how to deal with them in a way which is consistent with our values

    The value this will create

  • LEADING HIGH TRUST MEETINGS

    Practical skill aimed at all current and future leaders

    Outcomes

    People with strong technical ability may be poor at leading meetings - a critical leadership skill

    A clear, structure for meetings reflecting high quality professionalism

    More confidence by the team through better meetings

    Understanding that all meetings either build or damage trust, and so intentionally doing the former

    Better, more efficient meetings

    Lead meetings with confidence

    Learnings

    How to structurea meeting with a clear end in mind

    The 4-step process to leading a successful meeting

    Value-focused meetings – tackling soft and hard issues so that there’s a clear case and outcome

    Involving everyone – asking open questions

    Moving off the solution to explore options.

  • LEADING A TEAM OF OF TRUSTED PARTNERS

    Trusted Partnership is a team effort and this is aimed at current leaders

    Outcomes

    A clear understanding of what it means to be a trusted partner to clients or other parts of the business and how to develop this in the team

    Identification of to whom I want my team to be a trusted partner and why.

    Mapping out a plan to move from service provider to trusted partner

    Learnings

    What it means to be a trusted partner and the value it creates

    What this looks like in my team and practice

    Using the Trust Triangle to design a strategy for my team which drives consistency in behaviours and actions that build trust with clients and colleagues

  • DELIVERY FORMAT

    All sessions can be delivered in 90 minute, half day or full day formats. Longer sessions allow for more practical work directly on real world accounts and situations.

    For optimal results, combine training with follow up group or individual coaching. This turns learning into action, and provides the foundation for the new behaviours and skills to become habit.

    All of these themes can form the basis of powerful team workshops to explore the issues and reach conclusions.