

Navigating Client Loyalty: How Today’s Partners can Become Tomorrow’s Rainmakers
May 28, 2025
Rory Channer, founding partner of DCM Insights, and Pat Spenner, APAC Managing Director, dive into the shifting dynamics of client loyalty in professional services. They share insights from 2,941 interviews, revealing the importance of understanding five professional profiles—like the proactive ‘Activator’—that can enhance engagement. The conversation highlights the impact of consensus-driven decision-making and the need for firms to adapt to client expectations. Technology and effective communication, built on the 'three Cs,' are essential for nurturing long-lasting relationships.
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Declining Client Loyalty Challenge
- Traditional client loyalty in professional services is declining despite past strong relationships and unquestionable value delivered.
- This shift challenges long-held beliefs about client retention and demands new approaches to engagement.
Largest Study Behind Activator
- The research underpinning The Activator Advantage is the largest and most diverse study across professional services.
- It spans law, consulting, accounting, executive search, PR, and investment banking, adding validity to its findings.
Five Professional Services Profiles
- Five professional service profiles exist: Expert, Confidant, Activator, Realist, Debater.
- Activators are collaborative, proactive network builders driving business growth and client engagement.