Selection of finalists and winners for the Client Advisor Awards is based on an evaluation of one case study from each nominee which illustrates tangible results from the client advisor engagement and which demonstrates excellence in the following competencies.
Collaboration – Successful professional services providers will consistently demonstrate a team-oriented approach to their client and colleague relationships. Successful client nominees operate as if the professional service advisor is a virtual part of their organization while, at the same time, respecting all legal and ethical boundaries.
Creativity – successful professional services providers will consistently demonstrate innovative approaches to solving client problems and to growing the client-advisor relationship. Successful clients consistently encourage their providers to provide innovative approaches to solving client problems and to growing the client-advisor relationship
Content and Value-orientation – successful professional services providers will consistently demonstrate thought leadership on behalf of their clients. Successful client nominees look beyond fees and pricing of professional service firms to the total value provided.
Capability – successful professional services providers will consistently maintain and demonstrate their subject matter expertise and capabilities at the highest levels of their profession. Successful client nominees appropriately staff engagements with client-side personnel who meet their obligations to client-advisor projects to ensure successful deliverables.
Credibility – successful professional services providers will consistently demonstrate Integrity and the ability to build and sustain trust at the highest levels of their client-base. Successful client nominees consistently manage professional service firm relationships in a forthright, high-integrity, intelligent and humane manner.
These competencies are measured on a scale of 1 to 7 based on specific behaviors demonstrated in the case study and confirmed through direct interviews with references familiar with the engagement.