Recorded 6/22/2023

Staying close to clients is more important than ever. Developing and maintaining a client teams program that aligns with your firm’s strategic goals can mean the difference between successfully retaining and growing key client relationships and lost revenue for your firm. This dynamic panel where industry leaders from a range of firms will share their insights, best practices and lessons learned in building and scaling their client team initiatives.

Topics for discussion include:

1. Current client team models – what’s working and how are various structures evolving?
2. Criteria for establishing client teams within your firm.
3. Which departments should be involved and how should client data be shared?
4. Setting client strategy and growth goals.
5. Operational considerations.
6. Client engagement/feedback.
7. Tracking and measuring performance.

Price:
Members: Complimentary
Prospective Members: $25