Managing a Portfolio of Clients
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
Trainer Neil Kirby FCA
Dates 22 Nov 2007
Time 9.30 - 5.00
Location 100a Chalk Farm Road, London NW1 8EH
Fee £250 + VAT or 4 'Block Booking Places' (from £200 + VAT)