Managing Client Relationships

This presentation will be made for RGD Ontario yearly conference in Toronto, over an entire day (similar to the seminar on which it is based).

This seminar is crafted to cover everything about managing client relationships. It is appropriate for principals, account managers, and anyone integral to client relationships.

The sessions are a mix of presentation, hands-on exploration, exercises, and roundtables. You’ll learn how to position your relationship with the client appropriately in order to have a balanced one in which they need you (for the right reasons) and you need them. We’ll examine formalizing that relationship appropriately at the outset, too.

Your role, both in its larger context and in relation to other roles at the firm, will be charted. Then the specific elements of what’s expected of you—and what’s not expected—will be delineated.

We’ll examine your own specific approach to account service, tailoring that offering to your individual strengths and weaknesses. We’ll also delve into how to recognize clients' styles and then adapt your approach to be more effective in working with them individually.

You’ll get a primer on strengthening your presentations, a step-by-step guide to conducting the agency tour, and the specific expectations that clients bring when it comes to serving their accounts.

Finally, we’ll look at specific tactics to grow the client relationship and solidify it in the process.