AI Snips
Chapters
Transcript
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Reinvent The Firm One Client At A Time
- Reinvent your firm one client at a time to change what the firm is without disrupting everything at once.
- Swapping old clients for new ones accelerates strategic change more reliably than clinging to legacy accounts.
Plan Client Exits Before They Happen
- Plan client exits proactively so departures happen on good terms and don't feel like entrapment.
- Design services with clear start, normal use, and exit phases, and include training or check-ins for the final phase.
Capabilities Outpace Client Perception
- Your firm's capabilities often evolve faster than long-term clients' needs or perceptions of you.
- That gap makes re-educating legacy clients difficult and is a reason to accept client turnover.