- Client-centric audit: an assessment of current client-centric practices and suggestions to further client-centricity
- “80/20” clients audit: growth plan and activities roadmap for deepening key client relationships
- Implementation of firm-wide client-centric communication programs
Coaching / Training / Retreat Programs
- Client-centricity: The secret sauce that grows your firm
- Understanding the whole client: a research-based approach to growth
- Client-centric communication for individuals & firms
- Practices that create a client-centric firm
- Targeting to replicate your best clients
- Processes & practices to answer the question, “What do clients want?