AESC Client Advisor Masterclass Series by Andrew Sobel

AESC Client Advisor Masterclass Series by Andrew Sobel


Self-Paced Learning


17 hours


AESC/Andrew Sobel Certificate

Develop an Advisor Mindset

This program is a guide to sustaining and growing trusted client relationships and building a powerful network for life.

Build Lifelong Client Development Skills through Multiple Learning Resources 

Through 92 multimedia video lessons and over 100 additional course resources, this program ensures participants can learn and apply the strategies and skills required to build lifetime client loyalty.

Group Opportunities Available 

Register your group and receive exclusive facilitator guides designed by Andrew Sobel, helping your team to take their business development capabilities to the next level through long-term client enrichment and expansion.  

Andrew Sobel, Expert instructor

Andrew Sobel is the leading authority on the strategies and skills required to build clients for life. Learn more about Andrew Sobel.

Client relationships are more important than ever – but they’re also harder to build and sustain. Earn a Client Advisor Certificate and learn how to:

  • Position yourself as a client advisor to senior executives, rather than as an expert for hire.
  • Deepen, broaden, and grow your existing client relationships.
  • Acquire more new clients using a powerful client development process tailored for professional services.
  • Access the C-suite and become a “person of interest” to top decision makers.

This program is ideal for individuals or teams who are looking to develop trusted client relationships.

  • Consultants who want to take their domain expertise from expert for hire to the level of trusted advisor.
  • Early career consultants who want to build a strong client base.
  • Firm leaders who want to take their team’s business development capabilities to the next level through long-term client enrichment and expansion.
  • Industry leaders looking to enhance their client relationship strategies.

What is included with this course? 

In addition to an exclusive discount, registrants will receive:

  • Access to 12 masterclasses, providing 17 hours of intensive learning, including 92 multimedia video lessons taught by Andrew.
  • Nearly 100 additional unique supporting learning resources only available with this course. Each masterclass contains multimedia video lessons, reflection exercises, an application worksheet, a best-practice checklist, review slides, and a quiz.
  • 18 months of access to the masterclass course site.
  • The Client Advisor Certificate upon completion of all 12 masterclasses.
  • BONUS: Individuals who purchase this AESC course will receive a 26-email series of weekly tip cards, including one-minute recorded "learning nudges" from Andrew! 

What modules are included in this program? 

  • Evolving From an Expert for Hire to a Client Advisor
  • Using Power Questions
  • Becoming a Proactive Agenda Setter
  • Creating a Buyer (Foundations)
  • Creating a Buyer (Advanced Strategies)  
  • Adding Value for Time with Executives
  • Developing C-Suite Relationships
  • Leading with a Point of View
  • Reframing Client Issues
  • Developing Personal Promoters
  • Becoming a Person of Interest to the C-Suite
  • Managing Tough Client Conversations and Handling Difficult Clients

What is the time commitment for this course?

This course offers up to 17 hours of interactive learning through the video modules and masterclass exercises. Participants may spend extra time delving into the additional resources provided with the course. 

How long do I have to complete the course?

Registrants will receive access to the course for 18 months, starting on their registration date. We recommend completing the course within 6-8 months, which will then allow the remainder of the enrollment period to revisit the course to review key strategies and techniques. 

Are group opportunities available?

Group rates will be given for firms looking to enroll six or more attendees. In addition to a special discount, AESC can also provide resources for group facilitation. Connect with our education team today to learn more at education@aesc.org

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