Engaging Client Companies for
The Long Haul
Client Engagement
Keep Them Coming Back: Engaging Client Companies for The Long Haul
What this workshop is about
As small business advisors we want to maintain long-term
relationships with our clients, so we can make lasting impact. One challenge many advisors experience is that clients engage
for a while, but then they don’t come back and stop responding. However the real problem is that we see this as a lack of
interest when it may be lack of focus.
The truth is that entrepreneurs are busy and can easily be
distracted.
That is why the way to make clients come back is to shift our attention from merely enhancing their business to also excite their minds and engage their hearts.
What you will learn
In this workshop you will discuss with other advisors how to overcome the client’s mental and emotional barriers for engaging in the advisory process.
The takeaway from this workshop is:
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, identity and small wins
How to change the game with rules, norms and habits
Get access to Business Advisor Tools that will take your advising skills to the next level!
Each workshop contains a series of visual one-page tools and infographics to help you master the advising process.
