Engagement Agreements: Obtaining Consent to Benchmark Client Data
As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.
Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making?
As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.
We realize you want be the advisor your clients rely on for proactive guidance that yields new billable revenue.
Mid-year client meetings play a pivotal role in client success (and yours!), as they provide the opportunity to assess progress, align efforts, and...