Curriculum Overview

Client Mindsets

Your Mind at Work:
How Your Attitude Can Change Your Client's Mindset

Client Mindsets

What this workshop is about

As small business advisors, we want to support our clients in developing the mindset that is required for success in business. It's not easy to change anybody's mindset and in particular not the ones of an independent business owner. However, the real challenge might be how changing the client's mindset requires that we change our own mindset. The truth is that as business advisors we are role models to entrepreneurs and they are more likely to do what we do rather than what we say. That's why we need to be role models for our clients and embrace the mindsets we want them to have.

You will learn

  • How to cultivate an open mind and positive outlook
  • How to adopt a mindset to keep things simple
  • How to cultivate an action-oriented attitude
  • How to install resilience with clients
  • How to demonstrate mindsets in practical ways during sessions

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