Clients & Relationship Building
Build and strengthen your team’s relationship skills!
- Equip each individual with essentials to intensify trusted relationships while forging new ones
- Focus on preparing future leaders by developing and strengthening soft skills
- Understand the importance of networking and effective communication with clients and peers
Start Here: Why Transition Guide
This guide outlines why relationship building is important at all levels in the firm. From internally with peers and mentors to externally with clients and prospects, learn why this age-old skill will continue to be important as you groom future leaders and manage client expectations.
Networking Policy and Procedures Template
Develop or modify and improve a unified firm-wide networking program
Networking Preparation and Tips
Complete an exercise and review tips on articulating value and having successful "small talk"
Relationship-Building Tracker and Report Out
Use the firm-wide tracker and individual report-out form used to define networking goals and expectations, track connections and progress, and report back