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First Meeting Assessment

Your Week 13 Challenge: Develop a C-Suite Relationship

You’re in the home stretch of the 100-Day Client Growth Challenge–just one more week after this! This week, you’ll apply strategies to help build a relationship with a senior executive by adding more “value for time” in your meetings. To complete this week’s challenge, be sure to read or listen to Week 13: Build Senior […]

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Week 7 Challenge: Use Agenda Setting Strategies + a Bonus Video

[Please note: this article, and the rest of the articles in this series, together constitute the 15 emails in the It Starts with Clients Client Growth Challenge. Please subscribe here to receive them on a weekly basis over the next 100 days] In Week 7 of this challenge, you’ll use agenda setting strategies to make […]

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Finding New Opportunities in a Shrinking Market (It Starts with Clients–Part 3)

In most areas of the economy, fundamental demand has shrunk. Some markets have actually grown (videoconferencing and eLearning, anyone?), and a few large ones have evaporated (retail, travel). Are you doomed to sink to the level of the average decline (or worse), or can you find or create new opportunities to help your clients and […]

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Week 1 Challenge: Review Your Client Base and Accelerate Your Outreach

[Please note: this article, and the rest of the articles in this series, together constitute the 15 emails in the It Starts with Clients Client Growth Challenge. Please subscribe here to receive them on a weekly basis over the next 100 days] One of the secrets to building clients for life is starting with the […]

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Day 1 Challenge: Adopt the Advisor Mindset and Serve More Client Needs

[Please note: this article, and the rest of the articles in this series, together constitute the 15 emails in the It Starts with Clients Client Growth Challenge. Please subscribe here to receive them on a weekly basis over the next 100 days] Welcome to the 100-Day Client Growth Challenge. I’m excited that you’re joining many […]

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8 Inexpensive Ways to Add More Client Value

Find Better Ways to Help Your Clients Clients continue to demand more value from their outside advisors and service providers. Corporate executives themselves are under constant pressure to deliver more for less—to increase their output and spend less doing it—and they are passing that on to you. The logical result is downward pressure on fees […]

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How to Turn Every Client Meeting Into a Wow Experience

By Andrew Sobel A Missed Opportunity I advised one of my clients to hold regular “agenda-setting” meetings with an organization they were working with. “But Andrew,” they told me, “we tried that. We set up a quarterly review session attended by representatives of key functions in the business. But after the first couple of meetings, […]

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Eight Reasons Why You Lose Clients – And What To Do About It (Part I)

By Andrew Sobel The playwright Oscar Wilde defined a gentleman as someone who “is never unintentionally rude.” Likewise, you never want to have a good client relationship end unintentionally and without a sound reason. Unfortunately, relationships often avoidably come to an end. Clients usually just vote with their feet and don’t carefully explain to you […]

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Your Week 13 Challenge: Develop a C-Suite Relationship

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Week 7 Challenge: Use Agenda Setting Strategies + a Bonus Video

Read article

Finding New Opportunities in a Shrinking Market (It Starts with Clients–Part 3)

Read article

Week 1 Challenge: Review Your Client Base and Accelerate Your Outreach

[Please note: this article, and the rest of the articles in this series, together constitute the 15 emails in the It Starts with Clients Client Growth Challenge. Please subscribe here to receive them on a weekly basis over the next 100 days] One of the secrets to building clients for life is starting with the […]

Read article

Day 1 Challenge: Adopt the Advisor Mindset and Serve More Client Needs

[Please note: this article, and the rest of the articles in this series, together constitute the 15 emails in the It Starts with Clients Client Growth Challenge. Please subscribe here to receive them on a weekly basis over the next 100 days] Welcome to the 100-Day Client Growth Challenge. I’m excited that you’re joining many […]

Read article

8 Inexpensive Ways to Add More Client Value

Read article

How to Turn Every Client Meeting Into a Wow Experience

Read article

Eight Reasons Why You Lose Clients – And What To Do About It (Part I)

Read article