“Client Abandonment”

At a recent presentation I made, the audience fed back pressing concerns that were impacting their firm’s ability to extend their relationships with clients. One attendee mentioned what I’ll call “client abandonment” – and this was...

Ten outputs from client feedback

I think one of the key future activities which will define the continued health of any professional services firm is its ability to gather client knowledge and to use it.  We’re hearing a lot about “big data” for good or ill, but what are the inputs...

Improving the return from client knowledge

Client and market knowledge can be gained in many traditional, and non-traditional ways. CRM software, traditional market research methods, social media, account management activities as well as other methods all have value. I think that creating a more joined up...

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