Skip to main content
Rob Howard | Tampa, St. Petersburg & Clearwater, FL
 

This website uses cookies to offer you a better browsing experience.
You can learn more by clicking here.

Professional Services . . .
Legal, Financial, Engineering, Accounting, Consulting, and Insurance

Leadership, client development, client care & service, and client retention for Professional Services.  


Professional Services Industry Challenges

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 help driven professionals who are committed to professional development and seeking to:

  • Set appointments and get in front of enough of the right people.
  • Make new connections, avoid becoming an unpaid consultant, and initiate more conversations resulting in clear and actionable outcomes.
  • Secure client deals without discounting and get paid for your experience and value.
  • Close more and get more warm referrals.

Sandler Works in Professional Services!

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.

We help professional firms:

  • Find more of your ideal clients and initiate no-pressure conversations.
  • Build trust through an open, honest exchange of information.
  • Negotiate value-based deals established in mutual respect and equal business stature.
  • Meet and exceed financial goals and achieve sustained profitable results.

Client Development for Legal Professionals

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

  • Professional Advantage™ for attorneys
  • Strategic Client Care for legal staff with primary responsibilities for client interaction and care.

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:

  • Providing too much “free consulting” without securing the client, additional business or gaining a referral.
  • Failing to ask the right questions to diagnose the client’s needs or appropriate solutions.
  • Missing the communication skills to help keep or grow our key clients.
  • Experiencing high turnover in frontline positions, or dealing with poor morale.



Selling Professional Services

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!

Start a conversation.

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.

Professional Services Training

Sandler has developed specialized programs and published books for legal, financial, engineering, consulting, accounting and insurance professional services.  

New Advisor Launch Accelerator

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.

Professional Services

We’ll help your firm create a business development plan that is as effective as you are at delivering your expertise.


Experience today's top-performing
sales programs in person or online.