Financial Services

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Mountaintop’s Maximizing Existing Client Relationships Ascent helps participants maximize business development and client retention efforts. We employ an interactive presentation style and provide practical advice to equip each participant with tactics for focusing their client service approach in a strategic, prioritized way.

PERFECT FOR

  • Investors
  • Financial Executives
  • Portfolio Managers
  • Emerging Leaders
  • Partners
  • Managing Directors

Overview

The Maximizing Existing Client Relationships Ascent includes one, live training session, presented in a 60 to 90-minute format, that will incorporate a formal presentation, group discussion, an interactive group exercise, and homework for each participant to complete.

This Ascent can be packaged together with others to develop a multi-session Leadership and Business Development Academy. Please contact us to discuss your goals, so we can develop a bespoke curriculum tailored to your specific audience and needs.

AT THE SUMMIT

At the summit, each participant will be able to:

  • Employ practical techniques to build a strong network of loyal clients and referral sources
  • Develop and execute customized Outreach Plans for business development efforts

What’s Covered

Maximizing Existing Client Relationships

  • Honing a client service orientation
  • Promoting your organization
  • Identifying client development activities that play to your strengths
  • In-Session Exercise: Client Profile & Outreach Plan Exercises
  • Homework for Participants: Contacts Review & Outreach Plan Development

One-On-One Coaching Sessions are available, at an additional cost, to reinforce this Ascent. Please contact us for more information.