• Adapting quickly to the needs of the changing marketplace as traditional services are commoditizing and becoming more fee sensitive.
• Aligning and bundling the firm's services by leveraging technical and advisory resources to satisfy clients demand for higher value services.

Who Should Attend

• Partners
• Managers and directors
• In-house marketing professionals

Learning Objectives

• Develop a target market and lead generation strategy and implementation plan.
• Increase the volume of new business referrals from your clients and referral sources.
• Create and manage a prospective client pipeline and follow up and closing program.
• Reduce the amount of time that partners spend identifying new client prospects.
• Ensure a continuous flow of new clients and retain current clients.