Independent
chair of senior management discussions and roundtables
Researching,
writing and publishing in-depth reports on areas of current interest
Advice
on asset safety, wealth preservation and risk management
Acting
as the "client advocate", to challenge
technical
plans, conventional wisdoms and communications, by
Running
workshops on how to apply world class strategic sales, cross-sales and relationship
management techniques
Key
account planning: best practices and hands-on support for teams completing account/action
plans
Development
and implementation of proprietary software package called ACCOUNT-DIRECTOR (c)
- used by multi-product clients to hold a wealth of information on large/key accounts
alongside conventional CRM systems
