Build Successful Client Relationships

Facilitated by Nate Ley

This two hour workshop begins to establish the foundations of account management and account growth. It starts with an aspect of mindset and culture, which ultimately serves as a basis for how a relationship is cultivated, operated, and eventually expanded. We’ll discuss the concept of a Trusted Advisor and what that actually means when owning accounts. 

Do participants need to have a certain level of management experience to engage?

• It would be helpful if participating managers have attempted to own a client relationship.

Participants in this manager training might currently facing challenges with:

• No repeat customers

• No expansion of services

• No referrals from existing clients

• No co-creation with existing clients

After the workshop, participants can expect to:

• Understand what your role actually is when owning an account

• Understand how Trusted Advisorship is the foundation for any repeat success

• Understand common pitfalls in account ownership

• Understand what will be in the larger account management course