"bEWARE OF
COMPLACENCY”
“what are your most important relationships you should focus your attention?”
“building great client relationships is like
diet and exercise”
Client Advisor
“Become truly
distinctive
at something”
"Be seen as part of your clients’ growth
and profits, and they’ll never get enough
of you. Get positioned as an expense
and you’ll be easily cut"
“Great relationships are based on
great conversations, not one person
telling the other how much they know”
Expert
Trusted Advisor
Vendor
Trusted Partner
Broad
Narrow
FIRM RELATIONSHIP
INDIVIDUAL ROLE
Expert for hire
Client Growth Matrix
