Client Empowerment

What this workshop is about

As small business advisors we all want to see our work create results by clients taking action to grow their companies. One challenge is, that even if we give excellent advice, the client may not go forward with it. However the real problem is that we see our role as telling the client the best way forward instead of letting the client find the path themselves. The truth is that clients are much more likely to change if they have ownership of the decisions. That's why the best way to empower a client to take action is to shift from offering specific recommendations to exploring alternative options.

You will learn

• How to be a facilitator of your client's decision-making process
• How to ask questions which empower the clients
• How to present clients with alternative options with infographics
• How to give clients the final ownership of the decisions
• How to make a bridge from decisions to actions

The 2-hour workshop

1. Introduction and self-assessment
2. Exploration of the subject
3. Case studies and advisor insights
4. Framework and tool introduction
5. Time-out with advisor insights
6. Test drive of the tools presented
7. Time-out with advisor insights
8. Self-assessment and wrap-up

Frameworks in this workshop

Previews of the visual Frameworks you work with in the workshop.