Do you describe your firm as “trusted advisors” but fail to incorporate client teams to better serve them?
In a recent informal poll conducted by Moiré Marketing Partners on LinkedIn, we found that marketing professionals understand the importance of client teams. 57% of respondents indicated that communication amongst team members and the client was most important and 42% indicated that creating a team culture was most important in building client teams, when compared to commitment to the firm brand, mutual respect and capitalizing on cross-market opportunities.
While marketing professionals clearly recognize the value of client teams, the question to consider is: are they implementing and executing a client team program? We all know that keeping the clients we have and expanding services to them is easier than bringing new clients into the fold. Listening to your clients and asking the right questions is essential to the success of developing client teams and long-lasting relationships.
Do you have any success stories to share from implementing your client team program across your firm?
