"bEWARE OF COMPLACENCY”
Client Growth Matrix
"Be seen as part of your clients’ growth
and profits, and they’ll never get enough
of you. Get positioned as an expense
and you’ll be easily cut"
“Great relationships are based on
great conversations, not one person
telling the other how much they know”
Trusted Partner
Vendor
Broad
FIRM RELATIONSHIP
“building great client relationships is like diet and exercise”
Trusted Advisor
Expert
“what are your most important relationships you should focus your attention?”
Narrow
“Become truly distinctive at something”
Expert for hire
Client Advisor
INDIVIDUAL ROLE
Client Growth Matrix
GEORGIOS NTERVAKOS
Created on November 17, 2022
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Transcript
"bEWARE OF COMPLACENCY”
Client Growth Matrix
"Be seen as part of your clients’ growth and profits, and they’ll never get enough of you. Get positioned as an expense and you’ll be easily cut"
“Great relationships are based on great conversations, not one person telling the other how much they know”
Trusted Partner
Vendor
Broad
FIRM RELATIONSHIP
“building great client relationships is like diet and exercise”
Trusted Advisor
Expert
“what are your most important relationships you should focus your attention?”
Narrow
“Become truly distinctive at something”
Expert for hire
Client Advisor
INDIVIDUAL ROLE