How to conduct great client review meetings

Host: John Monks

Client review meetings are often used to measure a client’s satisfaction with a particular project. 

Used more strategically, client review meetings can:

  • Provide vital information about the client organisation
  • Explore the future as the client sees it
  • Identify potential new opportunities for the firm and client
  • Build a more secure and loyal relationship between the two parties

The challenge many client teams face, is just how to make these meetings great for both the client and the firm.  How should the time available be best used?  Who should be involved? What should happen post-meeting to maintain the client’s interest and enthusiasm for their advisers?

This online seminar recording answers these questions and gives practical advice on how to conduct great client review meetings.

To order your recording of this online seminar click here

For more information about the essential ingredients 2008 series click here

 

LeadershipBusiness DevelopmentClient Relationship Management