"Szifra Birke's coaching program has been one of the best investments I've made in my life as an entrepreneur. In fact, she helped me close a record level of business for me -- over $400,000 -- in just one day! I couldn't believe it!" Read more...
Steve Harrison, co-owner of www.FreePublicity.com, Radio-TV Interview Report (RTIR), and Million Dollar Author Club
Business Rapport Coaching
Services to Help You
Attract and Retain More Clients
Maintaining a quality relationship with your clients rests on the fundamentals of trust, good listening and empathetic responses, but reading between the lines can be difficult when the subject is finances.
Learning what is important to the client
“When Lexington Wealth Management started our relationship with Szifra, we intended to provide wealth counseling services to our clients with issues like “sudden wealth syndrome”—or to help work through family dynamics. In addition to helping our clients, she began to “coach” us and help us as advisors better listen to our clients and better hear what they were actually saying or fearing. We began to focus more on the behavioral side of investing; realizing that the “right” investment answer isn’t necessarily the “right” answer for our clients.”
Kristine Porcaro
Chief Operating Officer and Chief Compliance Officer
Lexington Wealth Management
Chief Operating Officer and Chief Compliance Officer
Lexington Wealth Management
Advanced Coaching
- Are prospects walking away?
- Are you having trouble retaining clients?
- Are clients reluctant to implement your financially sound advice?
Birke Consulting offers a range of coaching options from training in Money Psychology to practice sessions on Advanced Communication Skills
We assume that consulting is a joint project with two experts—you know your business, we know behavior and communication. Birke Consulting can teach you skills that we know can close additional contracts and retain more clients.
Individual Wealth Behavior Consulting
Behind-the-scenes, practical, no-nonsense advice or insight coaching for professionals—when you have questions about how to work more effectively with clients, colleagues, or staff. This down-to-earth coaching features step by step strategies on all aspects of listening well to clients, including understanding nuances of language, tone, and body language, so you can get a better, more accurate reading of what clients really want.If you would like to expand your practice, feel better about your work, enjoy your clients more, and have some fun along the way, this might be for you.
In-Meeting Consulting
You will close more deals deals and create more long-term relationships when your client feels understood and listened to. In select situations Birke Consulting can sit in on important client meetings to help you stay in tune with your client’s expectations, hopes and fears.Creating safety and effectiveness
"Because of Szifra Birke's consummate skills in group dynamics, I invited her to help make sure that my two-day seminar ran smoothly. Afterwards, participants thanked her for helping to create a safe environment for sharing information and for helping to draw everyone in so that everyone received the benefits that they came there to get. I'm grateful for her assistance."Marcia Yudkin
President of Creative Ways
Creative marketing expert
Author of 11 books including 6 Steps to Free Publicity…
President of Creative Ways
Creative marketing expert
Author of 11 books including 6 Steps to Free Publicity…
In-House Training
Invite your colleagues or your whole staff to an hour and a half of straightforward information and easy-to-implement communication techniques. Trainings can be one time or a series to keep everybody sharp and improving.If you would like more information about any services we provide, please contact Birke Consulting.
Email Szifra or call 978-446-9600.
978-446-9600