Building the "Advisory" Side of Client Relationships
The Client Need
"I have a team of highly motivated SMEs who've already started updating a 3-day simulation training. They've outlined key issues that need addressing and prioritized add-ins, such as incorporating a competition. The program also needs a completely new look and feel, and is in desperate need of consistency and alignment across the many moving parts. The SMEs have great ideas, but I think they need help with the ambitious plan."
- Financial Advisor Firm
The Design
Participants learn relationship management tools and successful meeting techniques, and then apply these skills as they work in teams to conduct an analysis of a client’s current situation; develop recommended strategic alternatives; and present their recommendation to the client. The 3-day program includes a competition among teams of high-performing individuals.
Audience: Seniors / Senior Management
Skills in Focus: Financial models; strategic alternatives; personality types and traits; planning and leading effective meetings; issue-based approach to client service
Features: Instructor-led training; immersive simulation; competition
The Details
Learning units provide professional skill building, and models provide technical skill building using a hand-on approach.
A coach and cast members lead and support teams through the immersive simulation that requires applying all of these skills to analyze the client's problem and present solutions.
Feedback and brief debrief sessions are woven throughout the experience to scaffold participants to success and encourage discussion about, and reflection on, their experience.
At the end of the simulation, the highest-performing teams receive awards and the opportunity to showcase solutions and discuss their approach.
