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Month: January 2019

Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings

By Rick Swygman | January 31, 2019

One of the things we do quite often in our quest to help our industry raise the bar on the value provided to its clients is participate in pre-call planning sessions. A majority of these sessions are focused on planning for an upcoming Relationship Review Meeting with a high-value client. All too often, we hear…

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