Team Training

Training Options: 

• Core Values 

  • Part 1 - Defining the values 

  • Part 2 - Clarifying values and stakeholders 

• Telephone Skills 

  • Part 1 - Price Shoppers 

  • Part 2 - Advice Shoppers 

• Consults - Structure and Flow 

• Time management 

• Working/Communication Styles 

• Customer Service 

• Difficult Clients 

• Standards of Care 

• Other - suggest a topic 

What's Included in a Team Training: 

• 1 x Understanding meeting to discuss details of the objectives and outcomes 

• 1 x 90-minute virtual team training 

• 1 x Follow-up meeting to discuss next steps and help with any implementation questions