And start earning search-and-switch customer management revenue.
Jill will help your firm:
- Identify accounts ripe for search-and-switch assistance
- Create new search-and-switch related offerings, using your firm’s existing resources
- Prepare compelling pitches
- Pitch clients and prospects
- Create and deliver customized solutions
- Substantiate results
Employ Jill’s search-and-switch thought-leadership content to help your firm win new business.
Deliver it through:
- Client “care packages” by which your firm alerts accounts about the threat of search-and-switch
- Your firm’s website, client newsletters, blogs, podcasts and other client communication channels
- Client webinars and tele-conferences
- Keynotes and seminars at client meetings and/or trade conferences
- Onsite client education sponsored by your firm
- Client executive coaching (personal and/or team) sponsored by your firm