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Client Engagement

Client Engagement

Fahad Modak shares an article on how to improve sales and scale business by delivering differentiated client experiences in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive […]

In this blog post, David A. Fields identifies two different approaches to consulting and which one has more clout with clients. Your consulting firm delivers creative solutions and excellent execution; thinking and implementation; fresh strawberries and whipped cream. Which of those should take priority (i.e., your time and resources) in order to win more clients? […]

David A. Fields offers practical scenarios to get a company foot in the door of a new client.  A small project with a new client could pave the way to a long-term, lucrative relationship with your consulting firm. Alternatively, it could waste your time with a low-margin, low fee engagement. Let’s say your consulting firm […]