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Client Relationship Lab

The Mad Clientist

Anatomy of a Client Development Plan

20% of clients will drive 80% of your firm's financials. BTI Principal Jennifer Dezso shares how focusing on developing a comprehensive file on your star clients helps better manage your future business development efforts.You can view the video by clicking the image below, or on YouTube directly here: https://youtu.be/NfXmphZgyNA With…
Michael Rynowecer
March 5, 2018
The Mad Clientist

The Ideal Client Mix

Looking at your client relationships along the dimensions of Client Attractiveness and Money allows you to easily see which clients create better opportunities and have a stronger financial impact.Jennifer Dezso, BTI Principal, walks you through the steps you can take to assess and create your ideal mix of clients.You can…
Michael Rynowecer
February 2, 2018