- One-on-One: the client is paired with a Poterus coach in an in-depth process addressing the primary areas of interest or concern for the client
- Team: the Poterus coach works with an entire team, focusing more specifically on communication, roles & responsibilities, accountability and team dynamics
- Firm: the Poterus coach engages the firm leadership team in a firm-wide SWOT analysis and designs an engagement strategy based upon predominant needs
- National: the Poterus team works with national level leadership to improve performance and execution with firms identified by the home office
- Leadership Team Development
- Group Workshops
- Virtual Training Programs
- Interactive Call Sessions
- National Conferences
- Firm Kick-off and Mid-year Meetings
- Quarterly Sales Meetings
- Off-Site Business Planning Sessions
- Motivational and Team-Building Events
