A Healthy Client List

Dec 4, 2022 | Business, Client Experience, Leadership

Misaligned Clients For the last decade, I’ve encouraged and coached partners and partner groups to maintain a healthy client list. Typically, firms accumulate clients over the years and, as practices have grown, partners have client lists that are out of alignment...

Those Difficult Clients

Nov 7, 2021 | Business, Client Experience, Leadership

Cull The List From what I hear from firms and consultants to firms, it seems that leaders are taking seriously their client lists. Many report that they are examining their clients to determine whether they are right for their firm. It’s an excellent exercise and an...