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:
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Learn what the drivers are.
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Determine your firm’s level of engagement with each.
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See how your firm’s efforts compare to best practices.
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Prioritize your client service activities and sharpen your firm’s competitive edge.