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All For One
10 Strategies for Building Trusted Client Partnerships
All for One is thought provoking and actionable, making it a valuable roadmap for building trust and mutual benefit between clients and advisors. In All for One, Andrew Sobel takes an important, further step in defining great client relationships by eloquently describing how to build trusted partnerships. All for One is a goldmine of best practices. Five years’ scrutiny of 50 major service-based relationships—combined with the author’s deep expertise on what makes service firms successful—make Andrew Sobel’s guidance accessible, credible, and invaluable.
—Ralph W. Shrader, Chairman and Chief Executive Officer, Booz Allen Hamilton
—Sir Winfried Bischoff, Chairman, Citigroup
—Edward E. Nusbaum, Chief Executive Officer, Grant Thornton LLP
Andrew Sobel (Author)
9780470380284, Wiley
Hardback, published 29 April 2009
320 pages
23.4 x 16 x 3.8 cm, 0.522 kg
Corporate clients are demanding more value from their external advisors, and consolidating their business around a smaller number of firms. These trends are forcing a variety of service providers—from consulting firms to large banks—to confront a series of difficult challenges: All for One answers these questions with an innovative and comprehensive model for developing enduring, institutional client relationships—what Andrew Sobel refers to as Level 6 Trusted Client Partnerships. It offers readers ten specific strategies that are thoroughly supported by case studies, best practices from leading firms, and implementation tools. The individual professional is principally responsible for five of these strategies, while the firm—the institution—must support and drive the other five. When you successfully execute against all ten of these building blocks, you develop long-term, professional-client partnerships that provide great value to the client and high levels of personal satisfaction and profitability for the service provider.
Introduction: Transforming Your Client Relationships 1 Part I A Road Map For Building Trusted Client Partnerships 1 Reaching Level 6: Trusted Client Partner 13 2 Employing 10 Integrated Strategies 25 Part II The Five Individual Strategies 3 Strategy One: Becoming an Agenda Setter 35 4 Strategy Two: Developing Relationship Capital 59 5 Strategy Three: Engaging New Clients 85 6 Strategy Four: Institutionalizing Client Relationships 111 7 Strategy Five: Adding Multiple Layers of Value 131 Part III The Five Institutional Strategies 8 Strategy Six: Targeting the Right Clients 161 9 Strategy Seven: Building a Client Leadership Pipeline 173 10 Strategy Eight: Promoting Collaboration 199 11 Strategy Nine: Listening to Clients 237 12 Strategy Ten: Creating a Unique Client Experience 247 Part IV Frequently Asked Questions and Conclusion 13 Answers to the Most Commonly Asked Questions about Building Client Relationships 267 14 Conclusion 295 Index 299
Subject Areas: Business & management [KJ]
