Client Experience Consultant - Recommendation

Client Experience Consultant - Recommendation

Author
Discussion

dan_87

Original Poster:

149 posts

200 months

Thursday 18th January
quotequote all
Hi All,

I am looking for recommendations for Client Experience Consultants, of better still some paid for mentoring from professional service business owners/operators.

I operate within the Professional Services industry, and wanting to craft a (unique in my game) process around the needs of our Private Clients. The well trodden path needs a shake up, and would like to chew the fat with someone with experience with high net worth Private Clients.

Does anyone have any recommendations.

Best,

Dan

vaud

52,394 posts

162 months

Thursday 18th January
quotequote all
Could you expand a little? Professional services covers everything from legal to IT services to financial services, etc...

dan_87

Original Poster:

149 posts

200 months

Thursday 18th January
quotequote all
vaud said:
Could you expand a little? Professional services covers everything from legal to IT services to financial services, etc...
Yeah sure. RICS regulated Country House Building Consultants (Quantity Surveying/Project Management etc)... Private Clients are often from the Financial Services game, looking for a personal touch rather than simply a 'transaction'...

WinkleHoff

750 posts

242 months

Friday 19th January
quotequote all
I have successfully grown, and stil run, a very similar business. I'd be happy to discuss it with you. I've undertaken some business mentoring and developed bespoke processes for built environment clients. Also have some experience with HNW individuals.

My PM email address doesn't work right now, I will try and fix that.

dan_87

Original Poster:

149 posts

200 months

Friday 19th January
quotequote all
WinkleHoff said:
I have successfully grown, and stil run, a very similar business. I'd be happy to discuss it with you. I've undertaken some business mentoring and developed bespoke processes for built environment clients. Also have some experience with HNW individuals.

My PM email address doesn't work right now, I will try and fix that.
Thanks for your offer of help WinkleHoff. I’ve dropped you a PM. Let me know if it doesn’t arrive.

WinkleHoff

750 posts

242 months

Friday 19th January
quotequote all
dan_87 said:
Thanks for your offer of help WinkleHoff. I’ve dropped you a PM. Let me know if it doesn’t arrive.
Can't seem to change my profile e-mail address and have lost access from the account I used to set up my profile. Can you e-mail me at info@cobaltpm.co.uk

Cheers.


vaud

52,394 posts

162 months

Friday 19th January
quotequote all
WinkleHoff said:
Can't seem to change my profile e-mail address and have lost access from the account I used to set up my profile.
Try here:

https://www.pistonheads.com/gassing/topic.asp?h=0&...