Upcoming Courses


Upcoming Events


jfdi's 'Grow with your Clients'

Date: Thursday 12 September 2019 from 9:00 AM to 1:30 PM

Succeed by growing your client's business and yours

This is designed to give those in a client facing role the skills to lead and grow their existing client relationships.

This session will equip you with the techniques and strategies to lead and grow business.  A vital skill.

Our guest speaker, Graham Eisner, started his career in the wealth management division of Goldman Sachs where he trained his partners in strategic networking and asking for client referrals.

Graham will provide a step-by-step guide on how to use clients referrals as a growth strategy.


09.00 - 11.00

09.00 - Coffee and​egistration

09.30 - Introductions & Objectives

09.45 - The Importance of Client Leadership

  • The Prerequisite of Client Growth

10.15 - Key Insights & Numbers To Shape Your Client Growth Strategies

11.00 - Break

11.15 - 13.30

11.15 - Planning for Growth

  • Aligning to agency strategy
  • Being SMART
  • Identifying grow-able clients
  • Where to look and when to ask

11.45 - Creating opportunities

  • Spotting opportunities
  • Generating client insights

12.15 - Getting Started - Client Mapping.  Guest Speaker: Graham Eisner on Building an Agency Client Referral Structure

13.15 - Q&A

13.30 - Close

We've joined with jfdi to bring you the very best in commercial training to ensure your teams are doing everything they can to build growth and retain business.

jfdi Commercial Workshops are available at an exclusive discount to IPM Members ONLY.

IPM Members receive an exclusive 15% off all places on this course.  Unfortunately this arrangement is not available to Non-Members (If you're interested in IPM Membership please ​click here). 

Price - £457  £388.45


To book your place, please email training@theipm.org.uk.  We will then pass your details on to jfdi who will process your invoice.