Exclusive Webinars

Our Exclusive Webinars are specifically designed for a remote work environment. Select a single program, or compile an educational series customized to the needs of your firm.

Outselling the Competition Business Development Models for the Forward-Looking Firm

Outselling the Competition: Business Development Models for the Forward-Looking Firm

Most professional services firms take a traditional approach to business development, relying on long-term relationships and referral sources to source new opportunities, and measuring very few business development metrics save originations. But a new approach, borrowed from the sales divisions of successful corporations, is starting to emerge among forward-looking professional services firms. This new approach integrates a consultative model into business development conversations and tracks leading business development indicators for a clear advantage over the traditional model.

You will discover:

  • How sales management, targeting, and consultative selling can be translated effectively into a professional service culture
  • Where to find efficiencies in your business development process
  • How to establish and track leading indicators at your firm for a clearer picture on where your originations are trending
  • How to enhance the business development culture at your firm

man working on laptop on a public table with earbuds in speaking to friend through computer

Advance Business Opportunities with Friends Comfortably and Appropriately

Oftentimes the business potential in our personal relationships remains untapped because we do not know how to comfortably broach the topic of client development. The fact is, your closest contacts will be far more likely to help you if you can initiate business conversations with ease and efficacy. In this program, you will discover communication techniques that allow you to explore professional opportunities naturally without jeopardizing your reputation or damaging your relationships.

  • Learn how to assess the referral potential of your friends and clients without directly asking them for business
  • Discover five techniques that subtly introduce business development into an informal conversation without creating awkwardness
  • Learn how to motivate passive referral sources
  • Improve your ability to attract referrals from your best contacts

Remote Client Pitch Desk

Navigate the Nuances of a Client Pitch

Clients appreciate a thoughtful, prepared, interactive pitch. It reflects well on the presenter and suggests that the services offered are of the highest caliber. But many presenters spend too much of their pitch talking about themselves and fail to identify and address all of the client’s concerns. Without a clear framework, and an understanding of the consultative model, an unsophisticated pitch leaves prospects unimpressed and competitors at an advantage.

In this interactive program, you will discover:

  • How to best prepare yourself and your prospect for optimal success
  • Presentation techniques that accentuate your confidence and expertise
  • A step-by-step framework for a pitch meeting (virtual or in-person)
  • How to identify all of the client’s concerns, voiced or implied
  • How to improve your win rate

Virtual Business Development Handshake

Identify Needs and Expand Client Relationships

Now, more than ever, it is critical to navigate interactions that explore clients’ business concerns and emerging needs. It is also essential to build relationships remotely via social media, email, phone and video conference.

In this program, you will discover:

  • The business development imperative during times of change
  • How to optimize retention among key clients when you cannot visit them
  • Remote follow-up communications that maintain top-of-mind status
  • How to maintain your business development momentum in the current climate

Business Development Fundamentals image people in elevator

Business Development Fundamentals for Associates

It takes several years to develop a meaningful book of business. But when associates lay the foundation early in their career, they gain a critical advantage over less ambitious competitors. This requires adopting a business-development mindset, developing meaningful expertise, establishing credibility in the business community, and building the relationships that will eventually comprise key clients and referral sources. Each of these components, when approached strategically, accelerate business development momentum so that associates can attract clients to their practices as quickly as possible.

Discover how to:

  • Hone the listening skills that contribute to a business development mindset
  • Establish a productive professional network
  • Deliver an effective elevator pitch that differentiates you from the competition
  • Satisfy the expectations of partners and clients

Effective Business Relationship Targeting Bullseye

Strategies for Effective Relationship Targeting

Industry surveys show that over 40% of business developers have no formal system for managing their key relationships. Having rejected CRM, they are left with an abandoned list of names and a few random sticky notes. In this interactive program, we will present a series of strategies you can use to build simple, sustainable relationship pipelines that garner more business from your network and generate more revenue for your firm.

This program will show you how to:

  • Identify and prioritize the most valuable relationships in your network
  • Apply the “sales funnel” and “reverse funnel” concepts as you advance relationships
  • Deepen relationships with prospective clients so as to increase the likelihood of engagement
  • Implement a system that supports regular, predictable business development
  • Apply a proactive, consistent follow-through routine to business pursuits

Business Opportunities With Friends Webinar

Maintain and Grow your Network

The key to a sustainable book of business is a strong professional network. But many professionals fail to build a loyal base of influential contacts who can foster meaningful referrals and engagements.

In this program, you will discover how to:

  • Establish new contacts and opportunities for yourself and your firm through in-person and virtual means
  • Prioritize, manage, and activate key relationships
  • Add meaningful value to the people in your professional network so they reciprocate in kind

How to Present an Engaging Webinar Online Selection

Present an Engaging Webinar that Generates New Client Opportunities

Most webinars consist of lectures that fail to grab the audience’s attention or capture new business opportunities. In this program, we will review presentation techniques that engage your audience and generate client interest.

You will discover how to:

  • Craft a strong opening that grabs your audience’s attention
  • Apply webcam techniques that improve your ability to engage with your audience
  • Identify your audiences’ business needs during the presentation
  • Convert your presentation into qualified leads

Win-win negotiation agreements cartoon graphic

Negotiate Win-Win Arrangements with Fee-Sensitive Clients

This program helps you set clear expectations with your clientele, establish win-win alternative fee arrangements, and manage client relationships with confidence throughout the billing cycle. Discover the best practices and techniques that continuously improve realization at every stage of the engagement, from scoping to billing to collections.

  • Sustain your rate integrity
  • Improve realizations across your client base
  • Improve your confidence in client negotiations

Using Linkedin To Get More Clients Webinar Tablet

Use LinkedIn to Secure New Clients

In the current landscape, where in-person meetings are infrequent and industry events postponed, LinkedIn becomes critical for maintaining a presence and engaging with your professional network. While most people understand the basic best practices associated with LinkedIn, few use the tool to identify new business development opportunities, deepen existing ones, and expand their network with meaningful new relationships.

In this program, you will learn how to:

  • Find the people with compatible interests and shared synergies
  • Cut through the noise and stand apart from your competition
  • Discover a system that converts LinkedIn connections into new clients


  • We selected four customized webinars and were pleased with the actionable tactics and practical approaches we received.

    headshot of Peter Wismath for testimonial

    Peter WismathCMO

  • Ackert presented an exceptional business development webinar to our firm with insights that were thoughtful, relevant, and immediately actionable.

    headshot of Karina Sterman for testimonial

    Karina StermanPartner
    Greenberg Glusker

  • Ackert’s presentations are always engaging, thought-provoking and well-received.

    headshot of Beth Collins for testimonial

    Beth CollinsChief Operating Officer
    Williams Parker

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