Leadership, client development, client care & service, and client retention for Professional Services.
Non-selling professionals, attorneys, financial planners, bankers, engineers, consultants and insurance agents need client development and management skills to expand their portfolios and grow their income and influence based on revenue generation. At Sandler, we help you overcome the stigma of selling and develop no-pressure, systemic, repeatable client development, and prospecting plans to achieve sustained, profitable growth and success for your discipline, practice or firm.
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 for legal, 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 firm create a business development plan that is as effective as you are at delivering your expertise.