Course Contents
Prior to Session 1
Key Topics
- Planning meeting with your supervising associate or partner
Session 1 – Connecting with Clients
Key Topics
- Assessing the strengths of your relationship with key clients
- Critical elements of financial management for Senior Associates
- The four catalysts
Session 2 - Planning for Negotiation and Achieving Win-Win Outcomes
Key Topics
- Negotiation styles
- What is the negotiation and what makes a good negotiator?
- Bargaining and closing tips
Session 3 – 5 Attitudes of Negotiation and Persuasion
Key Topics
- Being a trusted advisor by understanding client needs/PAINs
- Know what clients care about and how they buy
- What knowledge and skills will help you be a better business partner to our clients?
Session 4 - The importance of ‘Points of View’ and ‘Insight’
Key Topics
- Know your client, know the market and deliver over and above expectations to add value
- The trusted advisor equation and the C.O.B model
- Using commercial awareness
Session 5 – Being Credible, Reputable & Expert in your Field
Key Topics
- Developing your professional reputation
- The client context wheel
- Reaching mutually beneficial agreements

