Your Monday

Monday morning.

Capability starts before the first client conversation.

Steadfast Broker Development Academy

Home

Today's focus.

Next for you

Building Trusted Client Relationships

Live virtual · Tue 15 Sep · 90 mins

PrepareSession details

Development pulse

2/4

activated

2 dates confirmed · 2 to activate

Use with a client this week

Discovery question set
Renewal conversation plan
Value review one-pager
Home

Where you are now

Start with what matters now.

Your role, priorities and direction shape the year.

Client trust, sharper questions, stronger commercial conversations.

Your masterclass

Ninety minutes that change the next conversation.

Practise the conversation that matters most, with someone who has had it.

Become the broker clients call first.

Building Trusted Client Relationships

90 mins Live virtual
David, Academy facilitator

David

Strategic Leadership

David works with senior leaders on strategic thinking, influence and the commercial performance of their teams.

Meet the faculty

The day after

Tuesday. It gets used.

8.40am

Prepare: notes from the room, read back before a client meeting.

9.15am

Broker Coach offers the three questions practised in the room. Two get used.

1.20pm

Explore: a guide and a prompt pack, opened between meetings.

3.00pm

A manager asks how it went. For once, that is an easy question.

Steadfast Broker Development Academy

Home

Today's focus.

Next for you

Building Trusted Client Relationships

Live virtual · Tue 15 Sep · 90 mins

PrepareSession details

Development pulse

2/4

activated

2 dates confirmed · 2 to activate

Use with a client this week

Discovery question set
Renewal conversation plan
Value review one-pager
Home

Your leader

Leaders see where development is moving.

What each person chose, what is booked, what has already happened.

Enough to bring to a one-to-one on Monday.

Your team

Broker

Client relationships

4 chosen3 dates confirmed1 dates passed

Account Manager

Commercial conversations

4 chosen2 dates confirmed1 dates passed

Broker Support

Communication

3 chosen1 dates confirmed0 dates passed

People Leader

Leadership

4 chosen4 dates confirmed2 dates passed

Booked and passed dates only.

Your year

One year, one broker.

Four experiences, one direction, one year.

February

A first masterclass. The conversation that had been avoided.

Date passed · Client Relationships

May

Renewal conversations. Two accounts held that were expected to go.

Date passed · Commercial Acumen

August

Harder questions, asked earlier. The notes start being used across the team.

Date confirmed · Communication

November

The meeting that would have been handed to someone else in January.

Selected · Leadership

What does this return to your business?

Model the impact for your own brokerage, and see what you can finally see.