CPCP Excellence Program
The accreditation of CPCP (Complete Private Client Practitioner) is the quality standard for the Private Client Industry. It is your entry into an exclusive club of private client practitioners.
We encourage our members to collaborate with other members to provide their clients with the honest and holistic service they deserve.
Our program sets the high-quality standards expected of our members.
It is packed with tips and tricks based on techniques developed by psychologists to give our members the edge over their competitors, win the trust of their clients, and set and smash their goals.
Our weekly CPCP members newsletter introduces our members to other professionals for further education and collaboration to provide their clients with the honest and holistic service they deserve.
At the end of the training program and on completion of all the exercises, our members are given a CPCP certificate, which they can renew annually. This is their badge of excellence. It signals to their clients and our other members that they care for them and are keen and willing to grow their practice and smash their goals.
Who is the program for? There is something here for everyone. Juniors need to learn and maintain good habits, and seniors need to keep track of what their team is doing and to signal to others that they can be relied upon to collaborate with others and maintain high-quality standards.
-
-
Lesson 1: Are you an active or passive networker?
Do you take a handful of business cards to a networking event with the hope that one may refer business to you? If so you are a passive networker
Do you take a handful of business cards to a networking event with the hope that one may refer business to you? If so you are a passive networker
-
Lesson 2: Strategic Networking
You will learn to network only with professionals who have your ideal clients as their clients.
You will learn to network only with professionals who have your ideal clients as their clients.
-
-
-
Lesson 1: Who is your ideal client?
Analyse your invoices over the last three years and put your clients and the work you did for them into categories to show you what you do and for whom
Analyse your invoices over the last three years and put your clients and the work you did for them into categories to show you what you do and for whom
-
Lesson 2 Building Trust
In a trusted relationship your bills are paid on time and you find ways to keep in touch
In a trusted relationship your bills are paid on time and you find ways to keep in touch
-
-
-
Lesson 1: Earning respect
Do you look like the person your clients would like to advise them and that your network want to work with
Do you look like the person your clients would like to advise them and that your network want to work with
-
Lesson 2: Effective communication
Have you noticed that when you talk about what you do for your clients, you are met with resistance - This is called the innate fear of the influence of strangers, but there are ways around it.
Have you noticed that when you talk about what you do for your clients, you are met with resistance - This is called the innate fear of the influence of strangers, but there are ways around it.
-
-
-
Lesson 1 Decisions are made on feelings not facts
Some decisions are a ‘no brainer’ or ‘it felt right’ - learn how to trigger this response.
Some decisions are a ‘no brainer’ or ‘it felt right’ - learn how to trigger this response.
-
Lesson 2 Making the most of what you have got
Your award winners are your brand ambassadors, your juniors your rising stars, and your alumni your wise former colleagues. But the gold dust is your warm leads—your target network.
Your award winners are your brand ambassadors, your juniors your rising stars, and your alumni your wise former colleagues. But the gold dust is your warm leads—your target network.
-
-
-
Lesson 1 Reactive or proactive
Is your day full of interruptions and just minute meetings? If so, are you working reactively, not proactively?
Is your day full of interruptions and just minute meetings? If so, are you working reactively, not proactively?
-
Lesson 2 How to manage meetings
Do your meetings last an hour but when you meet remotely they take as long as is necessary? Why?
Do your meetings last an hour but when you meet remotely they take as long as is necessary? Why?
-
-
-
Lesson 1 Why is a plan so important?
A plan triggers the reticular activating system and is very powerful.
A plan triggers the reticular activating system and is very powerful.
-
Lesson 2 The plan must be SMART
To be most effective the plan must be Specific, Measurable, Achievable, Realistic and Timely to increase profitability
To be most effective the plan must be Specific, Measurable, Achievable, Realistic and Timely to increase profitability
-
Caroline's Club is an exclusive club for private client professionals where networking works. It connects private client practitioners who do business with your Target Clients locally or internationally. Caroline understands how difficult it is to win business from traditional networking, so she used her psychology training and insights from working in the private client industry to revolutionise business origination for her members.
Preview the CPCP Members Pages and Benefits by clicking the SIGN-UP button below.
The CPCP accreditation is your badge of excellence
The CPCP program is for anyone who wants to grow their practice and win the trust of their clients.
Networking cannot be done by one organisation alone; with a CPCP accreditation, you join an exclusive club of private client professionals across all disciplines to meet other professionals with the same qualifications so that they can get down to business right away.
