Client Service Self-Assessment
Learn how your firm rates across the 8 essential drivers of exceptional client service.
Based on our 22 years of experience conducting thousands of client perception interviews, we’ve identified the 8 key drivers that determine a firm’s success with client service and client retention.
Take this free self-assessment to:
Learn what the drivers are.
Determine your firm’s level of engagement with each.
See how your firm’s efforts compare to best practices.
Prioritize your client service activities and sharpen your firm’s competitive edge.