Trust Training for Professional Services
If your team's next big client meeting is on the calendar, the rest of this platform was built for the one after that.
Five ways to bring trust skills into your firm — from a single working session to a year of coaching.
PERFECT FOR TEAM MEETINGS
Team Session - 120 min
A working session for your team.
Trust skills and a client diagnostic.
From $2,500.
4-24 people
A working session for your leadership team, practice group, or department. The brutal truth of trust math, the answer versus question shift, two moments-of-trust drills, and a live diagnostic on a real client situation your team brings into the room. Built for any team of 4 to 24 that wants to get to their next level of client relationship building.
TEAM STEP UP
Half-Day Workshop - 4 hours
More framing drills, more live work, more time on the practice field.
From $7,500
4-24 people
The natural upgrade from the Team Session. Four working hours. More moments-of-trust drills. More live framing practice. For the firm that liked the 120-minute team session enough to want their senior team to actually practice the skills
DEEP TRAINING
Trust Upgrade Workshop - 2 half-days
Pre-call and post-call rituals, moments of trust playbook, and a
30-day practice plan.
4-12 people
The full curriculum, across two half-days. Pre-call and post-call rituals, the Moments of Trust playbook, live framing drills, and a 30-day practice plan with team accountability. The deepest engagement before advisory, and the natural anchor for a firm-wide rollout. For the firm that wants its ambitious professionals to start sounding like its best partners.
CORE CONCEPTS
Keynote Presentation - 45 min
For audiences who know they're smart and want to know why that isn't enough.
From $7,500
Conference / partner offsite
A talk for conferences, team offsites, and leadership retreats. The math of trust, the answer-versus-question shift, the Moments of Trust playbook, with the live stories the book can't fully carry. For a room of senior professionals who already know they're smart and want to know why that isn't enough.
ONGOING SUPPORT
Coaching
For founders, managing partners, senior leaders, and top-performers.
On-going coaching
For founders, managing partners, senior leaders, and top performers building trust skills into the firm's operating system. Coaching sessions, between-session access, and a strategic point of view on the specific trust skils your firm needs to grow.