Team Approach to Relationship Development

Trust is developed and sustained through continual relationship development. It also involves a cooperative and supportive internal environment. Internal and external alignment therefore is the key is creating lifetime partnerships. High standards and shared accountabilities set the tone for ultimate collaboration. This is the era of Resource Management and the Team Approach to Relationship Development outlines practical ways to create the new RM culture.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, and others charged with adding value to client relationships in a team environment

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • 5Cs Partner Worksheet
  • 5Cs Preparation and Observation Guide
  • Client Relationship Planner
  • Share of Heart Template
  • Contact Strategy Activity Planner
  • 3 Before 8 and 7/5 Client Tools
  • Team Approach to Relationship Development Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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