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

Available for In-House Training

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highly-sought after, the program is designed to give you the principles and concepts that last a lifetime versus easily-outdated tactics.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

View the detailed course content and the latest discount promotions:

Ready to Enroll? Click on the button below to enroll

Have a question? Email us at: support@ethanhathaway.com or visit the help center.

What I liked most about this course was the update on IFRS and the flow of the training especially on standard relating to the attendees work. Furthermore, interpretation of the definition with IFRS very enlightening.
T.R. 
Manager-Accounting & Settlement, Ministry of Finance-Brunei

Client Relationship Management Training Course Highlights

The in-house training version may be tailored to your specific industry such as:

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

We recommend you allocate a minimum of two-days 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

Alternate course content:

  • Module 1. Understanding Relationship Management
  • Module 2. Latest Changes in CRM
  • Module 3. Customer Engagement, Trust & Transparency
  • Module 4. Definition of Customer Needs and Services
  • Module 5. Internal Customer Relationship Management – You and Your Colleagues
  • Module 6. Benchmarking Against Best Practices
  • Module 7. Building Relationships
  • Module 8. Handling Client/Customer Complaints & Conflicts
  • Module 7. The Cost of bad Service
  • Module 8. Exceeding, Rather than Meeting Customers Expectations Through Productivity
  • Module 9. Mental Maps and Customer Interaction

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
  • Marketing Staff
  • Senior Managers

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.


View the detailed course content and the latest discount promotions:

Ready to Enroll? Click on the button below to enroll

Have a question? Email us at: support@ethanhathaway.com or visit the help center.


20 Seats Only

Only 20 seats available per session so you get more personal attention.

Digital Reference Package

You also receive a digital course reference kit to take away for future reference. (Value of $200.00)

Get Answers

All our trainings are built for interaction and for you to get the most out of the training for your job and situation.

​Ask questions specific to your situation. It's the closest you can get to getting personalised coaching.

Certificate of Completion

After completing the training, you receive an Ethan Hathaway gold-embossed certificate of completion to mark your achievement.


Available for In-House Training

There are currently no scheduled public sessions for this training, however, it is available as an in-house training.

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


Accredited By

BAC AccreditedEthan Hathaway is accredited by the British Accreditation Council for Independent Further and Higher Education as an International Centre.