What clients really want

We take a look at what clients really want and cover topics including how to build effective client teams, our thoughts on effective collaboration, the role of trusted advisors, a look at the ESG agenda, the client journey and how to enhance partners’ BD skills.

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Author
Toby Hoskins

Why collaboration matters

As part of our 'What clients really want' series, PSFI’s Toby Hoskins chats with Portia Hickey, co creator of the Thrive Matters platform, about why collaboration can make such a difference in professional services firms. They discuss the Smart Collaboration...

14th April, 2022
Author
Iain Maclean

The challenge of embedding ESG in professional services firms

There is no doubt that Covid has accelerated the rapid rise of Environmental, Social and Governance (ESG) up the agenda. Professional services firms are at varying stages of their ESG journey, but all are wanting to get it right, structure...

2nd December, 2021
Author
Ori Wiener

How to build good client relationships: Ori Wiener in conversation with Marie Stevens and Palwinder Hare

To kick off our ‘what clients really want’ campaign, PSFI partner Ori Wiener sits down with Marie Stevens (Chairman of the Independent Compliance Committee of Caesars Entertainment UK) and Palwinder Hare (Head of Legal Group M&A and Corporate at Standard...

20th December, 2021
Author
Ori Wiener

How to fast track new client relationships and cross-sell

Continuing our ‘what clients really want’ campaign, PSFI partner Ori Wiener sits down again with Marie Stevens (Chairman of the Independent Compliance Committee of Caesars Entertainment UK) and Palwinder Hare (Head of Legal Group M&A and Corporate at Standard Chartered...

20th December, 2021
Author
Ori Wiener

Avoiding mistakes in client relationships

Continuing our ‘what clients really want’ series, PSFI partner Ori Wiener sits down again with Marie Stevens (Chairman of the Independent Compliance Committee of Caesars Entertainment UK) and Palwinder Hare (Head of Legal Group M&A and Corporate at Standard Chartered...

20th December, 2021
Author
Ebba Bahl

How to build excellent client teams

PSFI’s Ebba Bahl and Henry Marsden chat through how to get really good at building client teams in today’s podcast. The conversation continues our series on ‘what clients really want’. Henry and Ebba share insights from PSFI’s research report into...

20th December, 2021