Leadership, business development, client development, client care & service, and client retention for Professional Services.
Non-selling professionals, financial planners, bankers, engineers, insurance and consultants have had little or no prior learning and training specific to business development, client development/management, and leadership or management. Essential skills to expand their portfolios, grow their income, increase their influence, and achieve revenue generation. At Sandler, we help you overcome the stigma of selling and develop no-pressure, systemic, repeatable business development, client management, and prospecting plans to achieve sustained, profitable growth and success for your discipline, company and firm.
Sandler Professional Advantage® and Strategic Client Care® incorporate a system, processes, advanced communication techniques and methodology to develop “selling skills” for non-selling professionals
We help driven professionals who are committed to professional development and seeking to:
We have served leadership, business development, and client service professionals from thousands of organizations, with millions of participants, around the world since 1968. Sandler has developed specialized programs and published books, including Selling Professional Services, the Sandler Way (2014), for professional engineers, financial, accounting and insurance professional services.
Achieving sustained performance and client success in professional services is grounded in establishing professional bonding, rapport and trust with our clients. Sandler has designed two (2) specific learning & development (L&D) platforms for professional services, including
Both L&D platforms are developed to deliver advanced communication techniques incorporating a repeatable systemic approach and supporting processes for managing the overall client experience that can impact client satisfaction, client retention and sustained positive financial performance and growth for the firm or practice. These programs are designed to change behavior, drive results, and avoid these common pitfalls:
Must-have information for law firm partners and other professional service providers. "Business development," "practice development," "client retention…"- no matter what you call it; you need sales skills to do it successfully!
At Sandler, the stigma of selling and developing no-pressure, systemic, repeatable client development, and prospecting plans to achieve sustained, profitable growth and success for your discipline, practice or firm.
Sandler has developed specialized programs and published books for legal, financial, engineering, consulting, accounting and insurance professional services.
The only comprehensive online training curriculum of it's kind in the financial services, insurance or banking industries, specifically targeting a brand-new advisor to get off to a quick start.
We’ll help your company and firm create a business development plan that is as effective as you are at delivering your expertise.
Achieving sustained performance, repeatable business, and client success in professional services requires establishing professional bonding, securing rapport, and building trust. Sandler designed two (2) specific learning & development (L&D) platforms for professional development across Professional Services.