For many firms large and small, Client Advisory Services (CAS) represent a significant opportunity for growth. Your firm’s CAS strategy is the blueprint for your long-term vision and your near-term success. Often, firm strategy is “set and forget,” or it quickly becomes irrelevant due to changing marketing conditions. However, there’s a better way than the traditional approaches of the past.
This masterclass will help newer firms identify and take the necessary steps to create an optimized strategy for their CAS practice. This is an excellent refresher for firms with established CAS practices and provides robust new strategies for enhanced growth and stability.
Learning Objectives:
Amy Franko Associates
CEO | LinkedIn Top Sales Voice
[email protected]
Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.