How does our training specifically help individuals and companies create stronger client relationships?
Here’s a qualitative analysis that helps answer that question.
This is a breakdown of a role-play we conducted with a relationship manager at a top financial firm during one of his training sessions.
During the role-play, this manager missed multiple opportunities, though he did some things well. For example, when confronted with a question he wasn’t confident answering he avoided the trap some might fall into of fabricating an answer or pretending to have expertise that he didn't.
He responded simply: