2010 Summit Panel Topic One: Experiencing the “Best Clients to Advise”
Panelists:
- Jim Gilmore, Strategic Horizons and co-author of "The Experience Economy"
- Bill Boling, Smith Moore Leatherwood LLP
- Erica Stephens, Weaver Stephens
- Courtney Ramey, Jabian Consulting
Summary of session:
Companies vie aggressively to gain a spot on one of the “Best Places to Work” lists. What if there were an annually publish list of the “Best Clients to Advise”? What would it mean to be a “Client of Choice” rather than a “Toxic Client?”
- Why should the clients of professional services firms care about creating world-class engagement experiences for their advisors?
- How might being a “Best Client to Advise” help a company to consolidate its professional services relationships?
- What elements or stages compose the advisor experience from the viewpoint of a Client of Choice?
- What are some specific examples of “Best Clients to Advise”? What do they do differently and better than others?
- What role should advisory firms play in helping their Clients become a Client of Choice?
- What is one consequential, specific action that you advise Clients to take immediately regarding the experience their Advisors have in supporting them?