Improving the financial skills of senior fee earners.
Introduction:
A large National firm wanted to improve the financial skills of its senior fee earners so that they could better understand the financial health of their clients and develop stronger relationships to develop new business.
A large National firm wanted to improve the financial skills of its senior fee earners so that they could better understand the financial health of their clients and develop stronger relationships to develop new business.
What we did:
Two half day training sessions were provided with a gap of 2 weeks between the sessions. The first session focused on how to quickly review the accounts of a client and involved delegates looking at the accounts of one of their major clients. After the session delegates were tasked with talking to that client about their business more generally. The second session explained how large businesses run themselves so that participants could talk more confidently with clients about the current performance of the company and their upcoming issues.
Two half day training sessions were provided with a gap of 2 weeks between the sessions. The first session focused on how to quickly review the accounts of a client and involved delegates looking at the accounts of one of their major clients. After the session delegates were tasked with talking to that client about their business more generally. The second session explained how large businesses run themselves so that participants could talk more confidently with clients about the current performance of the company and their upcoming issues.
Tangible result:
It was impossible to measure quickly the impact of the training but the immediate benefit was that fee earners said they were now having broader conversations with clients than had previously been the case.
It was impossible to measure quickly the impact of the training but the immediate benefit was that fee earners said they were now having broader conversations with clients than had previously been the case.
