Advisor Floor Clinic

A half-day clinic that trains advisors to read purchase cues aloud before a client arrives — using your own anonymised examples.

Dashboards only help if advisors know how to speak from them. The Advisor Floor Clinic uses your own anonymised purchase arcs so the language feels local to your maison, not borrowed from a training manual.

We focus on three moments: the night-before prep, the soft open of a visit, and the post-visit note that keeps the next interval honest. Teams leave with cue cards they can keep in the back room.

Who it is for

Clienteling managers rolling out new visit rituals across a Hong Kong team

Result you can expect

Advisors leave with a shared vocabulary for talking about purchase rhythm without sounding scripted

How we work

  1. Prep

    Collect 6–8 anonymised client stories with purchase arcs.

  2. Clinic

    Practice reading cues and choosing a next touch.

  3. Debrief

    Managers decide which cues become house standard.

Preparation

Book a quiet room and release advisors for the full block.

Constraints

No recording of live client conversations without your written policy.