Is Your Client Team Program Falling Short of Driving Profitability?

Many firms I speak with have a few standout client teams, and a larger number that are not. It may be that the program was built on a weak foundation—lacking clear engagement strategies or defined goals. However, even well-built programs need regular refinement and scaling to maintain success.

Consider these key questions:

• Are your teams regularly gathering and sharing feedback from their client contacts?

• Do your teams have a laser-focus on what their client contacts need to succeed?

• Is there a champion for your client team program within firm leadership?

• Are the team's objectives in alignment with your firm’s strategic plan and strengths?

If you answered "no" to any of these, it might be time for a reset.

We help firms realign their client team program with their strategic objectives. Whether your goals are to drive profitability to attract and retain talent, increase visibility in a particular market, or partner with clients on innovative solutions, your client team program can become a powerful driver of success.

Reach out today if it's time to boost your team's effectiveness and profitability.