| Articles About Building Long-Term Client Relationships (pdf) |
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| Best Practices Survey |
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| The Client Leadership Forum relationship management best practices survey is now available online |
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| This survey covers eight critical areas of client development and relationship management. It will provide a comprehensive perspective on your organization's strengths and weaknesses at building a long-term client franchise. |
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| Complete the Best Practices Survey (Forum Members Only) |
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| About the Client Leadership Forum |
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| The Client Leadership Forum (CLF) is dedicated to developing leading-edge strategies to help its member firms build deep, broad-based, enduring client relationships. CLF members include some of the world's leading companies, chiefly in professional services, financial services, and other sectors where success is predicated on developing and growing high-level, trust-based, consultative client relationships. |
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| Client Leadership Forum Directors |
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Andrew Sobel
Andrew Sobel is a leading authority on client relationships and the skills and strategies required to earn enduring client loyalty. He is the author of the bestsellers Clients for Life and Making Rain. |
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| Learn More |
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James Kelly
James Kelly is the former Chairman and cofounder of Gemini Consulting. He is an internationally renowned expert in the management of professional and financial services firms. |
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| Learn More |
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