David Waters

I provide sessions on Relationship Management and Personal/Professional Development.

This can be on a 1 on1 basis, or to Teams or groups of colleagues. The main aim of my session is to help you change how you view what you do and why. Having been in Financial Services since 2005, with the vast majority of my time spent in a Relationship management role. I have built a development session based on the core elements that helped me to continuously grow and development both myself, and my client relationships. Some of the core elements I focus on include Behavioural Economics, Emotional intelligence, personality types and mindset.

My goals is to help you change the way you view and interact with your clients, for their benefit and yours. More often than not businesses focus on developing technical skills, which of course are fundamental. However, in most industries and businesses, there are clients, and without clients, you wouldn't have a business. So why wouldn't you want to have better relationships with them?

Creating strategy to increase and enhance CMME's Partnership & Introducer department. Enacting tactical changes to improve existing relationships and nurture new ones. Championing our Financial Wellbeing services for the UK Self-Employed work force. Working on a B2B basis to the benefit of your business, and your clients. Relationship Management, Business Development, Operational enhancements, interdepartmental working. Mortgages & Protection, and via our sister company Contractor Wealth, Pensions & Investments.