When a partner or senior team member departs (or even retires) there’s a good chance that clients will leave, too.
Here are some steps you can take to improve your prospects of holding onto valuable client relationships.
- List the clients with whom the partner has dealt.
- Rank them according to value to the firm and your capacity to service them.
- Identify the clients who deserve priority attention at this time.
- Tell the clients what’s happened - right away. Don’t delay. And, in the instance of any unplanned (let alone unpleasant !) don't just go quiet and hide the reality.
- Keep their clients “attached” to your firm by treating them as important and showing you care.
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