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From experience drawn from working with 1000’s of organizations, the best client partnerships are ones where both parties become essential to each other’s future – meaning, for both organizations, their ideal future can only come to exist as a result of their relationship. For business development professionals, this is the difference between clients seeing your firm as one of many to choose from, and the one partner they wouldn’t make a move without.

How to become indispensable

Meaningful partnerships are the result not just of the things people are doing for each other, but, more importantly, who people are being for each other. In this workshop, Donna Bak, Partner at Sandler, and Brent Robertson, of future design firm Fathom, will explore the art and science behind establishing ideal client partnerships. Donna will share her deep expertise on how to become a Trusted Advisor to your clients, and Brent Robertson will discuss the cultural and operational aspects of organizations, that if present, favor client partnerships.

Who should attend and why

  • Business Owners and Leaders who are growth-minded…doing well, but not satisfied…and concerned about how to take their company to the next level
  • Business Development Professionals who are driven to succeed, but struggling with how to set themselves apart in a competitive market

Attendees will leave this workshop with:

  • A multi-dimensional way to design efforts that invite ideal client partnerships
  • State-of-the-art, readily applicable relationship building practices
  • Knowledge of three critical relationships that if cared for, vastly improve your ability to be indispensable for your clients

Register Now

Workshop Facilitators

About Donna Bak:

Donna Bak, Sandler – The Performance Development Leader

Donna works with Salespeople, Customer Service Professionals, Managers and Leaders, to build high performing people and teams. Clients come to Donna for training and coaching on the skills and behaviors necessary to excel. She is a Senior Partner at Sandler – The Performance Development Leader.

About Brent Robertson:

Brent Robertson, Partner, Fathom

Brent works with leaders to design futures worth fighting for. A partner at Fathom, he champions an approach to strategic planning, employee engagement, leadership succession and market differentiation that prioritizes people and relationships. As a result, his clients don’t just plan their futures, they bring them to life through the energy of organization-wide involvement in, and commitment to, generating valuable businesses that matter.

Thursday, November 15, 2018
1:15pm – 2:30pm

Oakdale Theatre
95 South Turnpike
Wallingford, CT 06492


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