Client Development & Retention

Last year, nearly 70% of our clients were within 3 years of elevation to partnership. A crucial aspect of work at this stage involves client development and retention. As firms continue to streamline their professional staff they often eliminate "service partners" from their ranks (through buyouts, outplacement, etc.) and emphasize the need for each member to become a "rainmaker." Those seeking partnership must demonstrate an ability to attract new clients, while recently promoted partners have additional pressure to prevent client defections as their practice grows and clients compete for their increasingly limited time and attention. We work closely with professionals and their existing and prospective clients to address these issues and develop solutions to resolve conflicts before they become critical.