Profitable client relationships that are sustainable throughout the cyclical changes of our global economy should be the goal of every leader, manager and advisor.

Alan delivers powerful insights and practical messages on how to achieve a competitive edge by advancing existing client relationships, rethinking referrals and attracting new clients. Audiences leave with ideas and tools that can immediately be put into action.

In this presentation, Alan reveals the essential building blocks of profitable client relationships and why they matter:

1. Dimensions of Trust

2. Client Focus

3. Synergistic Selling

4. Client Attraction, Selection & Retention

5. Performance Redefined

6. Future Pull