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Smith & Williamson

Profile

Smith & Williamson are leading independent providers of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 11 principal offices in the UK and Ireland, 1,500 people and an international capability in 100 countries, their aim is to provide an innovative global service.

Context

Smith & Williamson are looking to encourage their internal employees to regard selling and networking as a key part of everyones role.

Project

Away day facilitation of their internal conference.

Deliverables

A bespoke presentation providing practical tools and advice for all levels of experience and understanding.

Methodology

Design and facilitated the afternoon session at Smith & Williamson our internal conference.

Results

Due to the different environment, no interruptions and a skilled facilitator the objectives of providing a different way of thinking to sales and networking for the firm were achieved.

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What our clients say about us

Bernard designed and facilitated the afternoon session at our internal conference. The bespoke practical presentation inspired the team to view selling and networking in a different way, and encouraged the view that this is a key part of everyone’s role. Feedback from the team was extremely positive, and I certainly feel motivated to use some of the skills and techniques discussed.

James Money, Director, Restructuring & Recovery, Smith & Williamson

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