The Greek Island Situation: A Case Study

Managing client relationships is one of the most complex issues financial advisors need to master to be successful. They not only demand in-depth understanding of the client’s personality and background, but often do not have a single clear-cut right answer. Using the situation described in The Greek Island Situation: A Case Study in Client Relationship Management, how you would approach the situation? The answers you provide will be used anonymously and in aggregate. Providing your name or email is optional and will be used only to share the results of the survey with you.

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* 1. Which of the descriptions below do you best identify with?

Founder (started my own firm or joined from the very beginning, have substantial ownership)

G2 (not a founder but play a prominent role in my firm)

G3 (young professional in the early stages of my career)

Other (please specify)

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* 2. Please tell us a bit more about yourself

Job Title

Firm Size (AUM)

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* 3. Should Anne call Claire?

Yes

Please provide any comments you may have

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* 4. Does Anne have any chance of being the Lead Wealth Manager for Bill after this?

Yes

Please provide any comments you may have

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* 5. Is Anne ready to be lead on any client relationships?

Yes

Please provide any comments you may have

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* 6. If Anne tries to take over Martin's clients, how should she go about it?

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* 7. Can Anne do something to make sure referrals come to her and not other advisors?

Yes

Please provide any comments you may have

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* 8. If you would like the results of this survey please provide your name and email

Name

Email Address