Strategic business development principles in finance
Ultimately your success in the business is defined by your clients. Whatever expertise you might deliver, cannot compensate for the lack of paying clients in assuring the sustainability of your business. A clients’ choice to work (or continue to work) with you or not is significantly influenced by clear behavioral rules. Knowing how to leverage them gives you a critical competitive edge in growing your business.
You will learn how to fully understand your client’s mindset, behaviors and expectations to better satisfy their needs and generate more business.
Lecturer: Luca Signoretti
Learning goal: Learn the reasons why clients decide to work with you or not and leverage them to attract new clients.
PS framework: Behavior/Group
CPD accredited: Yes (1.5 credits)
Language: English (on-demand in French and Italian)
Beneficial for: All investment professionals with commercial duties
Sprint structure: 45min input + 45min deliberate practice, reflection and implementation planning
Format: Online (Zoom)
Costs: EUR 149 per participant
Minimum size: 5 participants
BEST PRACTICES (45min)
- Understanding the decision-making process any client goes through
- How to connect with new clients
- Selecting the right client approach
- The key psychological levers to convince new clients to join you
- How to maintain great relationships with existing clients
DELIBERATE PRACTICE (25min)
Participants will apply the learning principles within their own professional context, developing their implementable solutions to grow their client base.
LESSONS LEARNED (10min)
NEXT STEPS (5min)
FEEDBACK FORM (5min)