upgrade-450Looking to improve partner performance? Results?
New business?

This two day leading edge inspirational workshop is designed to focus on how to inspire and improve partner performance in the areas of client service, billing time, cross selling the firm’s advisory and planning services, and winning new business.One of the major differences between a successful firm and a VERY successful firm is the effectiveness of the front line – the partners.Those who are well schooled in management have an edge in outworking their role as business owners and manager of skills and resources. The partner’s responsibility is to do all that is possible to contribute to the top and bottom lines and at the same time invest in ensuring that the firm wins quality new business.UPGRADE is also a great workshop for managers who aspire to firm ownership.


ML UPGRADE 2015 circle

Key Topics

UK MARKETPLACE INSIGHTS

  • Exploring threats and opportunities and what to do
    about them
  • What really successful firm owners are doing that is working

INCREASING FIRM PROFITABILITY

  • Exploring how firm owners can improve their
    contribution to profitability
  • The key areas that make a firm owner highly productive
    and what to do about them

THE ESSENTIAL KEYS TO CLIENT SERVICE

  • The power of client meetings including a number of
    really essential client meetings
  • How to personally deliver outstanding client service –
    and derive greater job satisfaction
  • A wide range of value services that will have clients
    regard you as their essential adviser

EFFECTIVE BILLING AND COLLECTION STRATEGIES

  • How to discuss prices with clients – avoiding the trap of
    under billing
  • How to reduce lock up to 15 per cent of gross fees
    – or less

STRATEGIES TO IMPROVE JOB PROFITABILITY

  • The essential ways to driving efficiency and improving
    job profitability
  • The key steps to minimise write downs
  • Powerful insights into job variances

INSPIRATIONAL PERSONAL MANAGEMENT

  • Benchmarking and KPIs that drive results
  • Time on and how to increase it

EXTENDING PARTNER ADVISORY CAPABILITIES

  • Essential [new] skills for giving business advice
  • Understanding and engaging with the four roles of
    management
  • The lifecycle of a business
  • Questions that open up the client to want more from you

PERSONAL MARKETING THAT WORKS

  • Mind the gap – How to build valuable business winning
    personal relationships
  • Personal marketing that guarantees to win new business

SKILLS TO ENHANCE STAFF MANAGEMENT

  • Improving one-on-one staff management
  • What staff are really looking for from partners
  • How to improve results achieved from meetings

IMPLEMENTATION AND MAKING IT HAPPEN

  • Developing the personal action plan
  • The life giving power of words

Course details

Format

This is an interactive and intensive two day programme. UPGRADE comprises 45 stimulating sessions led by Mark and allows time for feedback and discussion.

UPGRADE Locations

This public seminar series is now complete

Please see UPGRADE seminar to book your firm’s UPGRADE programme

Download FREE a sample of the comprehensive manual