Managing a Portfolio of Clients

INDIVIDUAL TUITION ALSO AVAILABLE

Who should attend

Staff who have recently, or will soon, take responsibility for a portfolio of clients.

Why you should attend

Managing a portfolio requires different skills from those learned so far. As well as sound technical skills, as an effective manager you need to manage yourself and your time, other staff, clients, partners, budgets …

Remember: The best managers are not the ones who do the most work, but those who get the most done.

This session provides sound advice and chance to practice the right skills, through practical exercises, video and group discussions.

Course content

• Manage yourself
  By staying in control and having the right mind set
  
• Manage Time
  Too much to do, not enough time to do it?
  Learn how to plan time, establish priorities, and delegate
  
• Manage staff
  Become an effective leader by staying in control of what’s going on
  
• Manage the client
  Building up the relationship, utilise budgets, achieve targets

CPD: 6 Hours
FEE: £290 plus VAT or 4 'Block Booking Places' (from £212 plus VAT)

VN., Arram Berlyn Gardner

"Clearly explained and presented"
RT., Defries Weiss

"Excellent lecturer. Very relevant to current situation. Good run through of manager skills"
RD., Carter Backer Winter

"Excellent content"
LC., Wingrave Yeats

"Very good"
ST., CLB Littlejohn Frazer

"Excellent trainer"
CJ., Charterhouse

"Concise accurate and good practical examples"
SS., Intrust Ltd

"Very good"
BC., Charterhouse