There are two foundational elements in any firm: your people and your clients. As firms continue to find ways to redefine value, they are evaluating everything related to their clients. This includes how clients align with a firm’s overall values, how prospective clients are selected and qualified, and even how clients are curated to ensure proper long-term fit.
In this masterclass you’ll learn:
- Elements of Lifetime Value to consider for the best long-term fit
- The value of client pipeline and how to build “pipeline discipline” within your firm
- A framework for client selection that can be leveraged for expansion and new growth
- Key qualification criteria for considering business development opportunities
About Amy Franko
Founder & CEO, Amy Franko Associates
AmyFranko | @AmyFranko
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 global companies IBM and Lenovo before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon best seller, and she is recognized by Top Sales World 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.
This webinar is part of our Redefining Value webinar series. View the other virtual events and learn more about this series.