| Articles About Building Long-Term Client Relationships (pdf) |
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| Client Leadership Forum Surveys |
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| The client relationship management best practices survey is currently active. It covers 8 critical areas of practice that support the institutionalization of broad-based, trusted-advisor relationships across the organization. Please contact Forum director Andrew Sobel at andrew@andrewsobel.com should your company be interested in participating in this comprehensive assessment of organizational strengths and weaknesses. |
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| Surveys |
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Best Practices Survey (Forum Members Only)
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