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"
“Become truly distinctive at something”
Trusted Partner
Vendor
Broad
FIRM RELATIONSHIP
“Great relationships are based on
great conversations, not one person
telling the other how much they know”
Trusted Advisor
Expert
Narrow
Expert for hire
Client Advisor
INDIVIDUAL ROLE
C - Client Growth Matrix
GEORGIOS NTERVAKOS
Created on November 19, 2022
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Transcript
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"
“Become truly distinctive at something”
Trusted Partner
Vendor
Broad
FIRM RELATIONSHIP
“Great relationships are based on great conversations, not one person telling the other how much they know”
Trusted Advisor
Expert
Narrow
Expert for hire
Client Advisor
INDIVIDUAL ROLE