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Generating More Profits From Existing Clients

Course summary
1 day
Next available date: Enquire for more information - Worldwide
Corporate Training for Teams

Course description

Generating More Profits From Existing Clients

This course would particularly suit those with portfolio expansion and fee income targets, who want to increase project scope, their opportunities for extension sales and to explore ways to negotiate better fees.

This interactive one day programme covers key skills, knowledge and behaviours that can help achieve immediate positive results. These include understanding how to: build stronger and trusted client relationships, develop an advisory mindset, have wider business conversations and negotiate more profitable outcomes. You will take away a number of practical techniques and tools to improve performance.

Suitability - Who should attend?

This course is for the Manager, Trusted Advisor and Business leader.

Training Course Content

  • Develop strategies to change the focus and dynamics of your client contacts.
  • Explore ways to build more empathic client relationships.
  • Have more powerful ‘adviser centric’ client conversations.
  • Draw on a wide knowledge of the services available to your clients and be better at identifying potential issues and possible solutions.
  • Identify opportunities to negotiate fee increases based on an understanding of value.
  • Improve levels of client service.
  • Identify ways to build a stronger internal network and referrer base.


ICAEW Member £352.00 + VAT Non-Member £440.00 + VAT Community/Faculty Member £308.00 + VAT

About provider

ICAEW Academy of Professional Development

As a world leader of the accountancy and finance profession, ICAEW’s Academy reflects our commitment to high quality learning and leadership development solutions for all career stages, across a wide range of sectors in practice and business. The extensive portfolio...

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Contact info


Chartered Accountants’ Hall
Moorgate Place
EC2R 6EA London

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