Client Relationship Management Training Course

How to Get More Business From Your Clients and Have Them Keep Coming Back to You

Ethan Hathaway’s Premier Client Relationship Management Training Course

World’s Premier Client Relationship Training Provider

  • Do you want to become a “trusted” advisor to clients?
  • Are you constantly being “ghosted” by prospects and clients?
  • Why most relationship managers are “spinning their wheels” and not making much progress.
Be the first to be notified of the next session
Submit your questions BEFORE you even decide to attend or commit to the workshop
We’ll tailor the session to what YOU need
CRM Leads (AC)

Have a question? Email us at: or visit the help center.

Share This Course


  • Flexible schedule. Structured with the busy professional in mind.
  • Beginner to Intermediate Level
  • Taught in English

Are you making these costly mistakes?

Let me tell you a case of this well-known CRM software company (which shall be unnamed here), they were spending thousands if not millions on try to gain new clients.

The problem was, they were losing existing clients as fast (if not faster) than they were gaining new clients. It’s what I call the “leaky bucket” syndrome.

If you don’t fix and stop the leaks (i.e. losing existing clients) in your bucket (i.e. your business), your business will not survive.

Smart companies know allocating resources to retaining clients is an absolute for business survival versus focusing solely on new client acquisitions.

That’s what our premier Client Relationship Management training program is designed for.

A word of caution…

We’ve had prospective clients try to reverse engineer our program and have their own preferred Instructors try to deliver a “poor-person’s” version of this program only to have them come back to us and admit to us what they tried but with no results. 

This ends up costing you even more because you end up running the program twice.

Would’t you rather get it done right the first time?

We have a panel of carefully vetted and selected Instructors who deliver this program around the globe.

In the past year alone, we’ve had over 1,158 unique people view this program.

There is a reason why our program is highly-sought after, the program is designed to give you the principles and concepts that last a lifetime versus easily-outdated tactics. Our program has gone through over fourteen years of iterations and getting it close to perfect as realistically possible.

This training course shows you how to establish productive relationships with your internal or external clients and customers.

How to get more business from your clients with effective client relationship management

By the end of this client relationship management course, you will be able to:

  • Establish productive relationships with your internal or external clients
  • Commit to mutual goals with the client
  • Plan for results collaboratively with the client
  • Provide ongoing support to the client
  • Assess the consulting relationship
Be the first to be notified of the next session
Submit your questions BEFORE you even decide to attend or commit to the workshop
We’ll tailor the session to what YOU need
CRM Leads (AC)

Have a question? Email us at: or visit the help center.

Client Relationship Management Training Course Highlights

*NOTE: Online course may vary slightly from the live, in-person training.

  • Financial Services
  • Private Banking
  • Professional Services
  • Enterprise selling and business development
  • Much, much more

We recommend you allocate a minimum of two full days (for in-person training) for this training to be effective.

Options are available for three days.

I. Establishing a relationship

  • Prepare for the relationship
  • Learn about the customer
  • Understand your value
  • Enter into a partnership

II. Reaching agreement

  • Understand your client’s perspective
  • Understand your own perspective
  • Identify common ground

III. Planning for results

  • Assess readiness for change
  • Facilitate planning
  • Clarify roles and responsibilities

IV. Providing support

  • Anticipate problems
  • Support client decisions
  • Productive constructive feedback

V. Assessing the relationship

  • Solicit feedback
  • Plan next steps
  • Recognise accomplishments

Who should attend this Client Relationship Management training course?

This course is suitable for novice and experienced participants. It is designed robustly to give you both basic concepts and principles for novice participants as well as ample opportunity for experienced participants to amplify the principles and concepts through reflection on your own work experience.

  • Relationship Managers
  • Wealth Managers
  • Sales Staff
  • Business development professionals
  • Account Managers
  • Technical Professionals
  • Engineers with Client-Facing Responsibilities
  • Marketing Staff
  • Senior Managers
  • Coaches, Consultants, Service Professionals
  • Business Owners

What customers say about Ethan Hathaway:

“I love this class. Everything was perfect…I’ll recommend this class for every compliance manager I know.” – Y.JK., Korea Finance Corp

“It is a rich course, loads of new information and lots of interaction.” – Omar N.

“By far one of the best and most beneficial programmes I have attended…the knowledge I have gained far exceeded my expectations and will enable me to make a valuable contribution to my company.” – Inoka J.

Be the first to be notified of the next session
Submit your questions BEFORE you even decide to attend or commit to the workshop
We’ll tailor the session to what YOU need
CRM Leads (AC)

Have a question? Email us at: or visit the help center.

What You Receive

All ONLINE courses include:

On-Demand Lessons

Online courses include on-demand video and/or text-based lessons with 12 months access (option to renew).
Go at your own pace.

Digital Downloads

Courses include digital resources, such as course slide decks, additional reading, exercises & more.

Anywhere Access

Access the course(s) anywhere with an Internet-enabled device. (*Our own mobile app is in the works)

Digital Certificate

Upon successful course completion, you receive a digital certificate of completion to download & print.


Our training courses are designed to be practical, not just theoretical or academic.

Designed for Busy Professionals

Courses are designed for the busy working professional.

Sneak Peak Inside the Online Learning Portal

Have a look inside the online learning portal to get an idea of what it’s like.

Why Ethan Hathaway

There are LOTS of training providers in the market, so why choose Ethan Hathaway?

Ethan Hathaway has established itself as a reputable training partner for over 18+ years to top companies all over the world.

Our philosophy is to make YOU as valuable as can be both in your career and your employer.

Available for In-House Training

This training course is available as an in-house training (*Available for online/virtual and in-person delivery.

Request an in-house training proposal below or learn more about In-House Training

The quickest way to level up, become smarter & add value to your career in business

Join Over 17,764+ Smart & Savvy International Business Professionals

Signup for the FREE weekly newsletter: The Essential Edge.

  • Productivity & how to save your time
  • Leadership & Management
  • Business strategy
  • Selling

A weekly non-stuffy 2 minute read.

Get the FREE Report: How to Make Better Business Decisions when you sign up for the Essential Edge newsletter.

Essential Edge Step 1 optin

The Essential Edge is brought to you by Ethan Hathaway, the world’s premier Learning as a Service (In-Person & Online Training) Provider to International Business Professionals.

Scroll to Top