Individual Coaching

Partner Track Academy has limited space for new clients. We offer a discount on packages of five sessions and encourage periodic workshops to bolster momentum. The goals of Partner Track Academy are to help individuals on their journey to partnership by creating an effective business development plan but to also help firms retain and reward promising associates. 

Partner Track Academy’s Approach:

  • Assessment of current status within the firm and industry group.
  • Assessment of current business development skills and a plan for addressing developmental gaps.
  • Assessment of profile, social media status.
  • Customized self-tracker and individual marketing plan.
  • Interactive discussion on sales techniques and developing high-impact relationships including practice sessions for pitches.
  • Guidance concerning integration with firm leadership/management and assistance in credentialing successes to present to decision-makers within the firm.
  • On-going insights into how to prioritize, follow-up, and get credit for new introductions, new service line ideas, and sales.
  • An empathetic ear and words of wisdom when demands seem unrealistic.

Tangible Takeaways:

  • Self-tracker/ROI metrics (like having your own personal Client Relationship Management database)
  • Suggested targets
  • Recommended reading list
  • Creation of personal value proposition/elevator pitch (and advice on when and when not to use them)

Intangible Takeaways:

  • Increased ability to demonstrate value to clients
  • Improved habits concerning networking and tracking activity
  • Increased awareness of accountability and follow-up
  • Better understanding of consultative selling
  • Increased ability to fully leverage and re-purpose firm support/existing branding
  • Increased ability to promote successes internally
  • More efficient targeting with a better ability to integrate business development into your work/life demands