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High Impact Training and Workshops

The profitability of your organization is similar to taking care of your health…an ounce of prevention is worth a pound of cure.  Without proper training, your people will be unable to properly service and address client needs.  The impact will be lost clients, lost revenues, and lost opportunities.

With proper training, everyone will be on the same page acting in harmony with your strategic goals.  Standardized client interaction and follow-up procedures will mean that you are constantly building better client relationships that lead to repeat business and referrals.

If you're looking for thought provoking content, engaging delivery, and dynamic interaction focusing on tangible results that benefits the entire organization...then let us help save you money and build better client relationships leading to higher productivity and profitability.

For over 12 years, I have designed and led seminars and workshops on legal, business development and client retention issues.

Workshop Topics For Law Firms & Legal Organizations

  • The 5 Most Dangerous Trends Facing Lawyers Today Advanced Client Acquisition and Retention Strategies                  
  • Client Development for Lawyers Who Hate To Sell
    Double Your Book of Business With Targeted Client Strategies
  • How to Create More Wealth, Security and Freedom in your Law Practice
    101 Business Development & Client Retention Strategies the Really Work!
  • The 7 Keys to Keeping Clients for Life
    Advanced Client Loyalty Strategies So They Never Leave You!

Here are some of the engagements I have presented for various clients.

  • Designed workshop for group of national attorneys seeking to expand into health care markets.
  • Facilitated a discussion of e-commerce experts to over 300 attorneys.
  • Led a discussion to Russian Diplomats and Duma members on the legal and business issues of a specialty finance legal infrastructure.
  • Panelist on workshop on how in-house lawyers can avoid personal liability.
  • Led teleconferencing sessions on various legal issues to asset based leaders.
  • For a non-profit, led a series of seminars to local Fortune 1000 corporations on how to set up charitable giving programs.
  • For a technology association, designed and presenting a program addressing employee & client retention.
  • For a national organization, designed and conducted seminars on client retention strategies using customized materials and facilitator-led sessions.
  • Created an in-house university training program leading to expense savings in excess of $525,000.
  • Help design a "training" CD for members of national trade association.
  • Created in-house compliance workshop for regulated institution.

Client Remarks

"In terms of your speaking style, I thought you were great!"
Kimberly Noeth
Oracle Corporation

"Your presentation was captivating and full of energy. You were engaging and funny. Everyone I spoke with said the same. Thank you for a memorable presentation."
Julie G. Flick, Regional Sales Manager
U.S. Financial, LLC

"As a trainer myself, I found your approach and technique to be very effective. In fact, I intend to adopt many of your teaching tools."
Conway Hansen, SVP/SCO
Prime Alliance Bank

"I really enjoyed your overview and really appreciate your presentation style. I’d like to keep in touch with you because I may need a speaker for an upcoming event and would like to have you as the speaker."
Jeff Jones, Area Manager
Avaya Financial Services

"I thought your presentation was great!  You were very enthusiastic and informative.   I feel so much better about things now.  I am so glad I was able to hear you speak."
Betsey Harling, Account Executive
BB&T

"I was able to grasp new concepts through Cole 's talent and speaking ability.  Cole not only made the subject matter realistic, but also through his use of role-plays, really got the workshop members engaged in the learning process.  I would highly recommend Cole as he is a technical expert and is highly effective in his presentation methods."
Diane B. Nix, VP, Corporate Resources
HP

"I greatly appreciated how you took the time to meet everyone in our group and then engaged each one in your presentation.  I have taken many classes over the years and I must say that your class was one of the most enjoyable learning experiences and your teaching skills are first rate!  Let me know if you will be teaching other classes."
Brian P. McNulty, SVP, Business Development
J.P. Morgan Chase

"I thought your presentation at the seminar was very informative and helpful as well as entertaining. You were very in tune with the group and catered your presentation appropriately.  By applying what we learned I feel I left your session with a better overall understanding of the substantive area."
Kara Thompson
LaSalle

"I very much enjoyed your presentation.  It really gave me insight into the issues and your presentation was lively and engaging."
Lisa Tames, Vice President
CitiCapital Corporation

"You are a great speaker and kept the material fun and interesting. Heather Cline BTMU Capital Corporation What I enjoyed most about your presentation was your interest in knowing each participant and the easy flow of topics.  You didn't read verbatim from the slides, they were there as a reinforcement and you made the learning process enjoyable." 
Nadya C. Morgan Océ
Financial Services, Inc.

"I thought your technique was excellent.  By challenging us, you prompted us to think on a deeper level than we would have through a garden-variety memorization process.  Such an approach can only succeed in an environment in which attendees feel comfortable to pose arguments and share thoughts openly. You created this precise environment through your informality, energy, and humor."
Daniel Rubenstein, Assistant Financial Analyst
Equilease Financial Services, Inc.

"I really enjoyed the class, it was very interesting and entertaining, not a boring moment. I told both my Supervisor and Manager how much I enjoyed the Workshop and highly recommend that others attend."
Mary Anderson
People's Capital

"I enjoyed your presentation and I liked the fact that you made it interesting and entertaining. It definitely makes learning easier when you enjoy the way it is presented!"
Stephanie Chipouras
Commerce Bank

"I found your presentation extremely beneficial. What I enjoyed most from your presentation was your enthusiasm and the overwhelming amount of knowledge that I have personally gained."
Melanie West, Medical Specialist
Hitachi

"I really enjoyed your presentation and it was of great value to me. You are an excellent speaker as you are very interactive. You stayed on topic and were very to the point. I liked that you discussed a broad range of topics and I was able to take away a better understanding of the issues."
Jeevan Hutchinson
Cisco

"What I did enjoy the most is the way in which the learning was broken down and simplified so that anyone may understand."
Lori L. Cooper, Transaction Coordinator
GE Commercial

"I enjoyed your presentation immensely.  It was informative and enthusiastic!! Your pace was good and you answered questions in a manner that was understandable."
Keisha Grant
Suntrust

"My goal was to get enough information to “hit the ground running…” and your session played a huge part in reaching it! You were thought provoking, clear, and entertaining. The role playing and class participation exercises were excellent. Please consider this an A+ rating."
Mike Shively
Credential Leasing Corp

"Thank you so much for the informative presentation.  The content was on target and the interaction was a lot of fun.  Thank you for a great presentation."
Samantha H. Moritz, Sales Development Manager
eOriginal, Inc.

"Your presentation was lively and well organized in helping us understand the issues and concerns - in plain language."
Hilda Kong, VP
JP Morgan Chase

"It was a pleasure for me being able to hear and acquire some knowledge from your presentation. Your presentation was really helpful and in just a few hours you were able to cover the most important facts.   If you give any other presentation in other countries, let me know."
Ana Isabel Aleman
Banco Latinoamericano de Exportaciones S.A

"I really enjoyed your presentation last week.  It was very informative and entertaining as well.  You seemed quite comfortable and at ease in front of the group.  Thanks for great information."
Mike Turnamian
Cisco

"It was the best workshop I have ever attended.  The role play was wonderful and your presentation was very informative."
Yudh Kittiviriya
GRN Corp.

"I thought your presentation was very well put together, and I learned a great deal.  All in all, I thought it was a wonderful experience."
Toby Long
CHP Consulting
 

"I just wanted to tell you that I really enjoyed your presentation.   I thought it was the perfect length as to keep my attention, but not go overboard.  I really think I learned a LOT just from your section alone.  I hope my comments keep you doing similar presentations in the future!! It was very enjoyable!!"
Emily Southard
Stryker Finance

"I would like to say thank you.  I attended your Workshop and as a relative veteran, I still came away with a couple of bits of knowledge that made the experience worth while.  Most importantly, as a manager who works with about 70 sales reps it was refreshing to sit in a class to observe other teaching approaches, style and format."
John Murphy, Manager
Optimus Financial Services LLC

"The presentation was informative, interesting and even fun."
Janice M. Schawilli, AVP
J.P. Morgan Chase

"I just wanted to send a note of thanks for a very interesting and enjoyable presentation yesterday at the Westin.  I appreciated your colorful and entertaining approach to the material."
Karen Ramey, Sales Specialist
ATEL Corporation

"I found your session very interesting and helpful.  Your teaching style proved more effective than that of the main instructor.  You were informative, engaging and kind in answering questions."
Linh M. Durham, Reporting Manager
BBH Financial Services Company

"I thought you did a great job.  It was great to get through the overview that one typically encounters in such seminars and get down to the nuts and bolts."
John Cannon, VP
National City

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