Time – the ultimate commodity.  Time is what Advisers are actually offering and is the resources that can limit or leverage a business.  Yet the tool most Advisers work with to manage their time – Microsoft Outlook – is a tool with no manual and little training.  In this interactive presentation, David King, from Vue Consulting, will combine core rules which any staff member can use to better manage their time along with an introduction into the simple power of Outlook.  Have your views on time management challenged and learn how to better use your #1 piece of software, in just [45] minutes.  Interactive, eye-opening and practical.

Several participant activities/discussions using handout;  Live Outlook demo (which can involve audience participation);  Four page handout;  Also for Lotus Notes;  Suits any staff member;  45-90 minute versions.  Related to the trianing experience:

You can’t sell to an empty chair.  As a result, prospecting and lead generation in Professional Services is often the critical success factor of the business. Yet few Advisers spend much time considering how to best attend to their prospecting strategies, let alone training in how to find new leads.  The ability for an Adviser to find new, quality prospects has become almost a forgotten art.  In this presentation, David King, from Vue Consulting, goes “back to the future” to remind you what prospecting is really all about – and it’s not about pushy, “hard sell” tactics or corralling innocent people on the telephone into sales meetings.  Join us as we examine four case studies which develop an ineffective Adviser into a relaxed, confident and successful prospector of new business.  Australian, practical and effective.

Four case studies with group discussion opportunities;  Two page handout;  Suits Business Owners, new/inexperienced Advisers, or Advisers of any growth business;  45-90 minutes. Related to the training experience:

Every Adviser wants more client referrals but for many they remain elusive, ad hoc or unreliable.  Yet the process of promoting consistent, quality client referrals is one of the key skills that defines the successful Adviser.  So rather than rely on false assumptions and old myths, join well known Australian referral expert David King, from Vue Consulting, to examine the secrets that demystify client referrals and help you approach the topic in a comfortable way.  In this highly interactive presentation, you will learn key referral secrets - from an Australian point of view - and practical steps to immediately improve your referral process.  Comfortable, Australian and practical.

Multi-choice quiz for teams/tables; Live role-plays with the speaker;  Optional pre/post participant survey;  Two page handout;  Suits any client facing staff;  45-90 minutes versions. Related to the training experience:

Referrals between complementary Professional Services practices is a common, and highly desired, means for any Adviser to obtain new clients.  Yet many Advisers find the creation and maintenance of these “Centre of Influence” referral partnerships extremely frustrating.  Poor quality and quantity of referrals are often cited as reasons not to pursue these potentially lucrative relationships.  In this interactive presentation, David King, from Vue Consulting, examines unique survey data on this topic to uncover some fresh ideas to help make referral partnerships more effective.  Learn why many referral partnerships fail to turn their good intentions into good outcomes and potential key topics you can discuss with your referral partners to help change this result.  Very interactive and very revealing.

Interactive “hands-on” team/table activity;  Optional pre/post COI survey;  Two page handout;  Suits Business Owners, growing Businesses, Senior Advisers;  60-90 minutes;  NB: Requires banquet seating. Related to the training experience:

Client Engagement is one of the great buzzwords in Professional Services.  Yet few Advisers understand its purpose or, more importantly, its tremendous impact on profits.  In this interactive presentation, David King, from Vue Consulting, examines revealing industry survey data on Client Engagement.  You will have the chance to compare your understanding of critical services elements with those elements shown to directly engage Clients through-out your client experience.  You will leave this presentation with ideas in four critical services areas which you can immediately improve or implement in your business to better engage your Clients.  Interactive, revealing and practical.

Multiple choice quiz for teams/tables;  Can also incorporate existing Client survey data from the business;  Two page handout;  Suits any staff member:  45-90 minutes. Related to the training experience:

Join David King, from Vue Consulting, covering his 20 year journey a Professional Services Adviser, including four years as a Small Business Owner.  David draws upon his time living and working in four countries, his experience in growing a successful small business from scratch and his observations from training over 1,000 Australian Professional Services Advisers.  David will look at four critical differences between the average professional services business owner and the skilled professional services business owner.  Importantly, David will also share practical tips and lessons which participants can immediately use in their business in these four key areas.  In this very interactive session, participants will also have the opportunity to compare notes with their peers, examine revealing industry data and challenge their approach to running a successful professional services practice.

Four short team/table activities allowing for plenty of discussion;  Two page handout;  Suitable for Business Owners but also motivated employees (with a slight title change);  60-75 minutes.  Incorporates elements from In Time, By Referral, Be Engaged and My Partner.