Learn to build Level 6 Trusted Partner client relationships that are deep, broad, and endure for years. Corporate clients are consolidating the number of professional advisors they are willing to work with. As the economy contacts, they are scrutinizing the fees they pay and demanding more value and better service. These forces, although daunting, also present new opportunities to build trusted client relationships marked by depth, breadth, and longevity. All for One offers a roadmap for capturing these opportunities and building enduring, institutional client relationships-even during a recession.
All for One is thought provoking and actionable, making it a valuable roadmap for building trust and mutual benefit between clients and advisors.
“All for One is a goldmine of best practices for building a culture around personalized relationships and then supporting these through collaboration and the mobilization of resources.”