My group training for lawyers and CPAs has the same philosophy as my one-to-one BD coaching. It isn’t based on a new book, a manual or proprietary system. Over the years, I have contributed to some of those programs and have seen firsthand that they do not match the real-world BD needs of individual professionals.

After decades in professional services, working with lawyers and CPAs, I’ve learned that practical actions drive BD success – especially when someone in a firm bought into a “system” or product with an accompanying book or software platform that looked good but rarely fits everyday BD reality.

My training focuses on practical actions that participants can implement immediately – not theory. It typically involves small groups, ideally six to 20 participants.  Topics are always tailored but could include:  

• Creating practical BD habits

• Expanding networks

• Strengthening first impressions and profile

• Understanding how existing clients generate new opportunities

• Ensuring follow-up actually happens

• Avoiding BD overwhelm  

My group BD training is available in person across Canada.