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Organisation Description

A research and strategic development consultancy focused on professional and financial service firms.

CPD Courses and Workshops Available

  • New Generation Firm

    Workshop | Engage Insight

    Client engagement and strategic business development. Critical thinking, client centricity for all levels of engagement, strategic business planning across 5 keys: Model/strategies, customer service proposition, stakeholder engagement, operations and HR

  • Emotional Intelligence

    Workshop | Engage Insight

    This workshop consists of 8 modules examining the importance of emotional intelligence in the workplace.

  • Model Office

    Online Course | Engage Insight

    This online diagnostic business development assessment platform will benchmark retail financial advice firms against 5 key professional service benchmarks – focus; engagement; promise; systems and people providing insight into these key criteria.