Associates and Staff

Associates and Staff

Time Management and Managing Multiple Priorities (MMP)

Time is the most fleeting non-renewable resource in a person’s life and once a day has passed it cannot be replaced.  In Time Management & Managing Multiple Priorities the ultimate goal is to learn how to be as efficient as possible so your professionals can achieve a quality work-life balance, reduce the likelihood of burn-out, and increase employee retention.  This program will help to identify one’s own personal time management style and provide techniques to increase effectiveness each and every day.  We examine various time management approaches and will help to customize an approach that works specifically for each individual.  This program will also help to apply proven time-saving techniques, teach how to stop procrastinating, and to effectively manage interruptions. 

Creating Customer Value (CCV)

We all know the #1 RULE of client services – “The Client is ALWAYS right.”  But what if the client is actually wrong?  In “Creating Customer Value” we examine the basic principles of how to keep your clients happy - a happy client stays with your firm.  We work with your professionals and show them how to use the YES, NO, YES approach to effectively handle client needs and requests.  Attendees learn how to engage clients to build value, navigate challenging situations, and handle difficult conversations.  Our program provides ways to identify the issues driving client behavior and manage the appropriate reaction to them.  If client retention is important to your firm, this is the program for you.

Introduction to Networking

The old adage “It’s not what you know, it’s who you know” is still relevant today.  Our Introduction to Networking program provides foundational skills for your professionals to become more comfortable with and successful at the art of networking.  It is never too early to begin to develop a strong core referral network and we will work with your team to get them accustomed to getting out and meeting new people, enabling them to begin to build strong relationships that they can to tap into when they are ready to build their client book.  Whether through personal, group, event based, or social networking; attendees will learn the essentials required to make new connections and build enduring, mutually beneficial relationships in both their personal and professional lives.    

Business Etiquette & Diversity

Business etiquette is defined as the conduct or procedures that are generally acceptable and polite in the workplace. It is typically a set of unspoken expectations that most people either meet—or find out about when they do not meet them.  This course provides guidelines for commonly accepted business behavior, such as how to show respect for yourself and others, how to establish positive connections with anyone, and how to choose polite and positive responses to rude behavior.  Many of these same principles can be applied when looking to become more aware of the diverse world and workplace of today.  We will help participants understand what diversity is all about, and how they can help create a more diverse world at work.  Raising their consciousness of inclusion, sensitivity, and respect will enable attendees to better understand the subtle ways that bias occurs and how small, subconscious behaviors can inadvertently end up devaluing others.  At the end of this program your professionals will have a better understanding of basic courtesy and manners, they will know how to build and maintain relationships, how to increase inclusion at the organizational level, and learn how to encourage diversity. 

Effective Communication

According to a recent SIS International Research study, 70% of small to mid-size businesses say ineffective communication is a major problem and when communication fails, it can cost your company valuable time and money.  For the better part of every day we are communicating with others.  Whether it's an employee reporting back to leadership, a speech being delivered in the boardroom, or simply talking about the day with your spouse…it all means something.  All too often, people make the assumption that communication is primarily verbal or written, however when we communicate with others, only about 10 percent of the message being delivered is based on the actual words being spoken.  The remaining 90 percent is communicated by our facial expressions, body language and tone of voice. 

In Effective Communication Skills we will help participants to understand the different methods of communication such as body language, eye contact, and tone of voice and how to make the most of each of them.  Your professionals will learn how to prevent costly miscommunication problems by assessing their own personality styles and how they impact the message being conveyed.  We will examine how to build rapport with active listening skills, good questions, and encouragement. Attendees will also begin to understand the value of assumptions and how they can be destructive in communication and we will help them to identify common communication filters such as age, race, and gender and their impact on communication.  Therefore, in order to reduce wasted time and money, it is imperative for professionals to be able to communicate every message clearly and concisely.  

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