Coaching and Workshops


Changing attitudes and actions take time. Coaching helps people get out of their own way and unleash their creative marketing potential. Whether you’re a confirmed rainmaker who wants to do more or a novice who’s ready to put in the effort, coaching can help you reach your goals. Individual coaching will help you:

  • Improve existing relationships and create new ones
  • Build referral sources
  • Strategize on real opportunities
  • Create and implement a realistic plan
  • Follow through, even when you’re too busy or don’t know what to say
  • Break through personal barriers

Business Development Coaching                       Executive and Leadership Coaching


Each workshop is customized to fit the firm’s culture and the client development expertise level of the participants. Topics include these and others:

  • Network in a Crowd and Still Feel Good about Yourself
  • Talking Your Way into New Business – Getting Business from Speaking
  • Overcoming Sales Reluctance
  • Planning and Conducting an Effective Networking Meeting – Helping Referral Sources Send You Business
  • Business Plan Boot Camp – Creating an Effective Marketing Plan
  • Asking for Business
  • Using Social Media Effectively

Full list of Workshop Topics and Descriptions