Lead as a Trusted Advisor

Achieve Sustainable Growth for Your Firm 

Virtual or In-Person Learning Options

Half-Day & Full-Day Formats

Collaborative, Team-Building Learning

Develop An Advisor’s Mindset

Understand the key skills and strategies for leading as a trusted advisor and practicing that mindset in all client interactions.

Grow and Maintain Your Relationship Capital

Learn to build deeper personal and professional relationships by developing and enhancing your personal brand.

Differentiate Your Firm

Trusted client relationships are one of the few remaining competitive advantages that create true differentiation. Learn these skills to achieve sustainable growth for your firm.

David Butter, Expert Facilitator

David Butter is an advisor, coach, and mentor to leaders who has delivered over 100 programs around the world. 

This program equips participants to build credibility, win opportunities, and develop long-term relationships.The following modules will be covered throughout the program.

  • Develop an Advisor’s Mindset and Become an Agenda Setter
  • Using Power Questions & Listening
  • Growing Your Relationship Capital
  • Attracting New Clients and Creating a Buyer
  • Growing and Maintaining your Relationship Network
  • Developing Senior Executive Relationships
  • Developing Your Personal Action Plan

This program is available for firms looking to enhance their team’s capabilities and is available for group purchase only. This program is ideal for:

  • Teams looking to develop their ability to share why clients should choose to work with you.
  • Senior consultants seeking to differentiate their firm by engaging with C-suite executives in an advisory capacity.
  • Company leaders looking to achieve sustainable growth for their firms.
  • Experienced executive search professionals seeking to grow their relationship capital and build deeper professional client relationships.  

How is this program delivered?

This program is offered as a full-day session (8 hours total available in either three sessions of varying times or four 2-hour sessions).

The curriculum is tailored to meet participants’ experience level and aligned to meet your firm’s goals and business focus. Whether you are planning a leadership retreat, a learning & development workshop, or are looking for ways to invest in your team this year, this program can be formatted to fit your firm’s needs.

What is the minimum and maximum size for this training?  

This training can be facilitated for a range of group sizes, from five participants up to 70.

Can I pursue this training as an individual?   

Currently, this training is exclusively available for AESC member firms and teams. Individual enrollment is not available.  

How much does it cost?

Pricing is dependent on the size of your team and the format of delivery. AESC can recommend an option that is best for your firm based on your budget and number of participants.



To learn more about the program, connect with AESC for additional details on pricing, customization options and more. Email education@aesc.org.

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