Andrew Sobel
Building Enduring Client Relationships
Client Relationship Development Training and Services
Keynote Speeches
Andrew speaks frequently to both professional service firms and public corporations on how to build and institutionalize clients for life. Based on the most extensive primary research every conducted on this topic, Andrew's content is original, provocative, and uniquely relevant to companies that want to differentiate themselves in increasingly crowded markets. He can engage an audience of 20 or 1000, for a keynote, 1/2 day workshop, or custom-tailored program. Recent, typical engagements have included:
- For one of the top five banks in the world, keynote address and panel moderation for annual offsite of the bank's 150 most senior executives
- For a major international law firm, keynote address and workshop for 300 partners at the annual partners' retreat
- For one of the world's largest consulting firms, keynote speech for North American partner and manager conference
- For a big-four accountancy, video broadcast for over 2500 partners
- For a major consulting firm, all-day workshop for the Managing Partners who are responsible for the firm's largest global relationships
If you are interested in improving client retention, client loyalty, and client relationship management, and in broadening your relationships, Andrew may be your ideal speaker.
Andrew is represented exclusively by The Leigh Bureau
Workshops
Andrew does short workshops, full- and multi-day programs for clients.
(Click here for a sample one-day program outline)
Usually, Andrew designs and leads workshops as part of a broader change effort within the client organization. Here is a typical example:
Using Workshops to Drive Change
Moving from Transactions to Relationships: A leading international investment bank was experiencing rapid growth in its corporate client business. Senior management decided to instigate a cultural shift away from a transactional mentality towards a long-term relationship orientation. They wanted to invest on the heels of their current success and build the foundations for an enduring corporate client franchise.
Approach and Results: Andrew worked with both senior management (business and sector heads) and the bank's learning specialists. The top 50 worldwide executives, for example, attended a workshop which examined the basic challenges the bank faced and reviewed a set of core strategies for institutionalizing client focus. In partnership with the Learning & Development function, Andrew designed a 2-day relationship-building program targeted at mid- to senior-level investment bankers. This program was offered multiple times each year in both North America and Europe. Additional interventions were also created to underpin this cultural shift, including targeted sessions for specific constituencies within the bank such as newly promoted executive directors and women.