Client Manager Programme

Delivering the highest quality support to your clients

Interactive & Fully Supported Training Programme

Learn how to engage with the business owner as their mentor and coach asking excellent future focused business growth questions to become invaluable to your clients and strengthen and monetise the advisor client interactions.

Your 100% Guarantee

The core programme is 6 modules over 2 weeks. Attend the first 3 sessions and if you are not satisfied simply ask for a full refund.

Next course starting in…

Practice Investment

Only £397 (+VAT) per delegate

(practice discount will be applied)

1.1 Why are these services needed
Increasing clarity around why these services are a win/win/win scenario for the client/the firm/ the CM. Identifying any individual blockers currently in play that need to be addressed.

1.2 What good looks like
Increasing clarity on what is going to be offered, to who and in what format. Ensuring all CMs understand what they need to change in their approach when moving from compliance to advisory.

1.3 How to conduct a face to face advisory session (1 to 1)
Improving the confidence of CMs have in working 1to1 with clients on business and not just financial challenges. Ensuring they have templated approach to delivering 1to1 sessions which is repeatable and scalable.

1.4 How to present to a group (1 to a few)
Improving the confidence of CM’s to presenting advisory services in different formats to multiple people simultaneously. Ensuring they are familiar with the additional content created by VFD to support the promotion of advisory services.

1.5 How to Increasing Customer Life Time Value (CLTV)
Instilling a range of skills and tactics to enable CM’s to increase both the number of existing clients signing up for business advisory services and the amount clients are investing. Ensuring they understand who to position the offering with existing clients to maximise those relationships.

1.6 How to attract new clients for advisory offerings
Instilling confidence to have new business meetings with potential clients and to create impactful content around the business advisory services. Ensuring they can articulate confidently both in person and online about the importance of business advice.




What delegates say…

It will enable us to help our clients so they get a better value service and they can then refer us on.

It’s really in depth training which is brilliant, and really gets into what it can do and how it can help us benefit clients. It gives us more value that we can give to our customers.

It’s always interesting when you undertake any training, or mixing with other practitioners, as there’s an open sharing of ideas and suggestions; there’s always something you’ll pick up from someone else.

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