The Client Advisory Event 2022

This event provides an experiential experience for new and experienced advisors / managers to develop their client advisory skills, communication and team working.

Delegates will be guided through a tightly coordinated, interactive and stimulating team activity by highly experienced facilitators, providing the opportunity to practice and hone their skills in a virtual environment.

This experiential learning experience will include:

  • Understanding Your Client’s Goals (Business and Personal)
  • Conducting Effective Client Advisory Meetings
  • Using Diagnostic Questioning and Active Listening Techniques
  • Building Rapport
  • Presenting Solutions with Impact
  • Effective Teamwork
  • Working Efficiently Under Pressure


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One Day Conference