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THE MUTUAL VALUE

PROFESSIONAL SERVICES TRAINING PROGRAMME

Helping all of your firm be trusted advisors

“Building trusting relationships with clients leads to many benefits: less fee resistance, more future work, more referrals to new clients, and more effective and harmonious work relationships with the clients. However, many people have built their past success on having a transactional view of their clients, not a relationship one, and it is not clear that they really want to change.”

David Maister, lead author of The Trusted Adviser and the Maister Trust Equation

Being a trusted advisor involves more than technical ability. Professionals who are subject experts also need to be rainmakers who retain and grow accounts for the whole firm.
There are two critical dimensions to this: a focus on value creation and an ability to build and grow trust. These come together in the idea of Mutual Value, and that is at the heart of our training programme

We’ve taken the best training developed over decades with the biggest accountancy and law firms in the world… and turned it into an online training programme, supported by coaching by the Mutual Value principals. This means all firms can afford to help all their people develop the very best skills in winning, retaining and growing clients through deeper, trust based relationships.

Firm-wide consistency

One of the key challenges many firms face is that they have star perfomers but there is not firm-wide consistency of approach. This programme addresses this directly by being suitable for all levels of client-facing professionals so that everyone shows up capable of building trust.  

This goes a step further with bespoke training and coaching programmes to create a distinctive and consistent approach to clients.  

Your team can master all of these skills in one five-week training programme:

Five weekly video modules, each one hour long…A set of briefing summaries containing the key training… A workbook with the trainee’s own insights…Group coaching by the Mutual Value leaders.

Each of these elements is itself a highly valuable platform for growth. Taken together they represent a change programme to support your people in the skills to build greater trust.

Every module delivers practical skills and techniques which will make a difference to your business straight away.

This training can also be offered as a Partners’ Offsite.

We also offer bespoke consultancy and coaching programmes for firms which want to accelerate growth more quickly. 

The Trust Mindset
The Compelling Narrative
Conversations that Build Trust
Leading Meetings that Build Trust
Building Trust in Difficult Conversations

Module 1:

The Trust Mindset 

Why this matters

  • Many professionals are in a transactional mindset – win the client, deliver the project, perform the technical tasks involved
  • Yet clients choose,  trust and give more business to professionals who demonstrate a real commitment to the value they create together
  • So the key is to ensure everyone is consciously building trust at every stage and knows why this matters

Learnings

  • Why clients buy
  • Belief analysis: limiting and empowering mindsets
  • Defining and building Trust using the Mutual Value Trust Model
  • Always thinking mutual value for the Firm and your clients

     

    Key concept: Belief Analysis

    How to decide what is driving your behaviours

    Module 2: The Compelling Narrative

    Why this matters

    • Every time your people show up they build your Firm’s story
    • By doing this consciously, rather than by accident, your team will focus on your Firm’s strengths in a consistent way
    • That provides the foundation for a strong reputation and so growth in business value

    Learnings

    • Articulating a Narrative based on the Trust Model
    • Defining your own story as part of the bigger Firm Narrative
    • Identifying what you want Clients to say when you’re not there – and acting accordingly
    • Using this to build Relationship Capital with Clients

    The Mutual Value Trust Model

    Key concept: The Mutual Value Trust Model

    The three components of your Narrative

     

    Module 3: Conversations that Build Trust

    Why this matters

    • The right mindset is no use without the best skillset for creating Trust in every encounter
    • People with strong technical ability may have poor interpersonal skills when leading client conversations and structuring meetings
    • In a competitive market in which technical abilities are common, these interpersonal behaviours make all the difference 

    Learnings

    • The Structured Conversation Roadmap
    • How to ensure Clarity at every stage
    • Value-based conversations using intelligent questions 
    • Collaborative decision-making with the Client

      The Clarify Question

      Key concept: The Clarify Question

      Helping the Client fully think through what they need

       

      Module 4:  Leading  Meetings that Build Trust

      Why this matters

      • Leading a relationship-building meeting should be a core professional skill
      • Doing this well instills confidence in the Client and maximises the impact of billable time of the professional
      • Doing this badly leads to misunderstanding, inefficiency and lowers Trust in the professional and the Firm

      Learnings

      • Structuring a meeting with a clear end in mind
      • The 6-step process to leading a successful meeting
      • Value-focused meetings – tackling soft and hard issues so that there’s a clear business case
      • Helping the Client reach the right decision

        The 6 step meeting process

        Key concept: the 6-Step Structure

        How to ensure you’re focusing on the highest value issue 

         

        Module 5: Building Trust in  Difficult Conversations

        Why this matters

        • Difficult conversations handled badly will ruin the relationship
        • Handled well they will build Trust
        • Many professionals struggle to have successful fee conversations, especially when the scope has grown but the client expects to pay no more

        Learnings

        • Always focus on a mutual value mindset – for the Client AND the Firm
        • Slowing down for yellow lights
        • A structured way to deal with contentious issues
        • Successfully handling fee negotiations

          Principles of price negotiations

          Key concept: Core Principles of Price Negotiations

          Fundamental principles of engaging in fee discussions

           

          EY

          “Kevin has a wealth of experience in BD and leadership and leverages that knowledge to challenge those around him to aspire to achieve more. Kevin is intrinsically commercial, whilst working with a strong commitment to ensuring that relationships are based on mutual benefit, thinking win/win. I confidently recommend Kevin as a coach and as a commercial leader.”

          Juliet Shaw, Director, Forensic Advisory Assurance, EY

          TFP FARRELLS

          “Stuart was acting as a moderator, but he was also a catalyst. He was able to distil the issues and make people focus on the aspects which really matter. …He was drawing out of people what was really essential to be able to move forward …we managed to fairly smoothly move into a process where we were aligned.. and we managed to find something to inspire us…”

          Stefan Krummek, Principal, TFP Farrells, Asia

          EY

          “Kevin supported our team on a sales culture change programme.. He was able to effectively challenge a senior team in a way that I’ve not seen from others in his field.”

          David Lister, Partner at EY

          Moore Kingston Smith

          “Stuart energised our partner’s awayday with a dynamic, challenging workshop …This did much more than create a real buzz at the event. It ensured partners focused on how we look from a client’s perspective and what really makes a difference in the marketplace. Stuart linked this closely to our business strategy and ensured that the different teams were able to develop their own story. This helped frame the rest of our discussions.”

          Maureen Penfold, Managing Partner, Moore Kingston Smith

          For further information get in touch now...

           

          SOPHIE@MUTUAL-VALUE.COM

          MUTUAL VALUE HELPS YOU BUILD TRUST.

          Let's have an open conversation about the value this can bring to your organisation. Contact sophie@mutual-value.com to arrange a free video call with Stuart Maister or Kevin Vaughan-Smith.