A medium sized accounting firm was achieving solid results but wanted to develop a more client centric culture to drive improved client service and greater fee opportunities. They identified that a key component of embedding this change successfully was enabling their technical specialists to transition into client advisers.
We ran our Trusted Adviser solution for several cohorts of professionals from manager through to director with delegate groups mixed across the firm’s service disciplines. The resources, case studies, stories and client lists were specifically created or adapted in partnership with the firm and were live opportunities. The process was sponsored and owned by the Senior Partner team which demonstrated that it was a key business change investment, instead of a stand alone programme.
The Trusted Adviser solution covered:
The collaboration sessions were energetic and interactive, involving teams working on real clients and real prospects, preparing for and attending mock meetings and creating personal action plans for follow up with clients and prospects.
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