Know Thyself

Self-aware leaders know their own strengths, weaknesses, preferences and hurdles. They effectively lean into this awareness to do what’s best for their teams and organization. Being self-aware is a powerful tool in your professional and personal interactions.

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Leaving a Positive Impression

I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. (Maya Angelou)

How you make people feel is due in large part to your overall interpersonal skills. This workshop’s topics range across a spectrum - introductions, conversations, influence, negotiation, non-verbal communications...

The impression you give is critical - and lasting. Make sure it’s a positive one.

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Face-to-Face Selling

We’ve all become online shoppers; it was a bright spot in 2020. Most of us would also admit that online transactions can’t replace face-to-face relationship building and interactions.

This workshop focuses on “in person” sales, going beyond the transaction to the human connections that occur throughout a relationship.

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Influence and Effective Leadership

The ability to influence is an essential leadership skill and should never be confused with power or control. To influence is to have an impact on the behaviors, attitudes, opinions, and choices of others. Effective leaders increase their influence with others as they build trust with colleagues.

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Lean Six Sigma

Lean and Six Sigma are data-driven approaches focused on eliminating waste and enhancing efficiency. The goal of Six Sigma is to eliminate defects and waste, thereby streamlining business processes and enhancing efficiencies. While Lean has those same focuses, this approach also brings the customer in - by evaluating a customer’s appetite for buying a good or service.

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Mastering Meetings that Matter

You’ve likely experienced “death by meeting.” As a leader, how can you ensure that’s not the impression you give? This session explores how to make meetings more efficient and enhance participants’ experience. Learn how to ensure the meetings you lead are efficient, productive and engaging.

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How to best onboard millennials

Many firms put so much effort into the hiring process, then fall flat on onboarding. That’s a recipe to plant seeds of doubt in your new employee. Leaders with a solid process for welcoming new employees while setting them up for success go far in creating a positive culture. The most successful onboardings adjust based on the new hire. Millennials are no exception - this workshop focuses on tweaking your process to be most successful bringing these hires onto your team.

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Motivating Your Team to Thrive and Succeed

Lead and inspire your team to do their best. Gain skills to assess what motivates your employees and leverage that so they’re inspired to thrive. Your team’s focuses and motivations vary broadly - producers (?) who develop and deepen strong client relationships built on trust, an operations team that’s focused on efficiency and risk management, support staff who are critical to delivering an excellent client experience.

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Effective Negotiation Skills

Negotiation is the process of two people or groups resolving their conflicts or issues and reaching an acceptable solution to move forward. Leadership involves the use of persuasion and negotiation with an intention to achieve a win-win outcome. To persuade people to follow your lead, you need to appeal to their interests, communicate with them effectively, and sell your vision—all of which are part of effective negotiation.

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Internal Networking

Everyone talks about networking to build business and career connections. Why stop there? What about networking within your organization? Unlock powerful potential - boost efficiency by knowing who to go to for what, deepen awareness, respect and diversity of thought across your team and organization, improve knowledge-sharing, better understand what motivates and inspires your colleagues.

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Overcoming Objections

Don’t let an objection end a discussion or transaction. Objections can be emotional or based in fact or assumption. Learn how to uncover what’s behind any objection and how to leverage your communications skills to talk through it.

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Defining Your Personal Brand

Your personal brand should represent the value you are able to consistently deliver to those whom you are serving. This course will assist in identifying your characteristics, strengths, and skills to help refine how you present yourself.

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Own your Time

Ever wish you had more time in a day to get things done or for yourself to recharge? With 24 hours in each day, getting more time only happens if you change what you do with that time.

You can control the time you have, if you’re disciplined and mindful of your habits. In this course you’ll learn how to implement routines, goal-setting and prioritization to maximize your personal productivity.

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Communication and Presentation Skills

As a leader you could be communicating one-on-one to direct reports or en masse to your employees, shareholders, or other external stakeholders. In any of those situations, the message you are delivering needs to resonate. This course will assist in learning how to create a compelling program, using various types of visual aids, and engaging the audience.

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Powerful Proposal Writing

Any proposal you give is a strong reflection of you. Make sure you create clear and compelling proposals with the recipient top of mind. This module covers everything you need - including concept, research, creation, review and finalization.

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Developing and Nurturing your Client Pipeline

Building your business Prospecting and lead generation Connections are critical to building a practice. You’re connecting when you’re networking, when you’re prospecting.

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Public Speaking

Given the fact that most (if not all) leadership roles have a strong communications component, public speaking skills are critical. This course provides an overview of basic public speaking skills, including in-depth information on developing an engaging program and how to deliver a presentation with power.

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You’re always selling

This course covers sales fundamentals, including how you can develop a process to engage with clients, prospects and co-workers. It covers client experience, communication with your audience in mind ( what are their goals, interests and risk aversions?) Participants will gain confidence in ascertaining client’s goals, handling objections and getting to mutual agreement on the way forward. That’s sales.

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Leading Yourself

Leadership starts internally; many of the most admired leaders have an introspective focus on a continual basis. They are curious, honest, open to feedback and change. Learn how to apply this disciplined approach to yourself.

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EQ Prowess

Polish your EQ - learn ways to be comfortable and make others comfortable no matter the situation. Be aware of how the ways you communicate, listen and your body language might be perceived. Be on constant lookout for social cues and nuances.

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