Curriculum Overview
Client Connection
How to Be Likable:
Building Trust and Rapport with Any Client
What this workshop is about
As small business advisors, we want to have good chemistry with our clients to help build trusted relationships. It can be a challenge to engage with clients with different personalities, communication styles, and mindsets. However, the real problem is that we can tend to put more attention on the business problem and less attention on the personal relationship. The truth is that building good relationships requires hard work. That's why we need an intentional and systematic approach to make sure we establish rapport with new clients every time.
You will learn
- How to listen through open-ended questions and genuine interest
- How to show authenticity through personal anecdotes
- How to follow clients' leads and find common ground
- How to match the verbal and non-verbal communication style
- How to provide feedback and acknowledge opinions and feelings
The 2-hour workshop
- Introduction and self-assessment
- Exploration of the subject
- Case studies and advisor insights
- Framework and tool introduction
- Time-out with advisor insights
- Test drive of the tools presented
- Time-out with advisor insights
- Self-assessment and wrap-up
Frameworks in this workshop
Previews of the visual Frameworks you work with in the workshop.
