Client Engagement Can Be Transformative for Your Firm

Client Engagement Can Be Transformative for Your Firm

Darren Francis - Director RTZ Effective and proactive client engagement is crucial to any business. It is the cornerstone activity that ensures that your important clients (those without which your business may be at risk) are retained and that they are capable of...

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Mindfulness will make you famous!

Mindfulness will make you famous!

There has – of late – been a lot written and said on the topic of mindfulness – most of it very interesting and leaving many of us wishing that we could have more time to devote to exploring this and other potentially life enriching concepts and ways of life. ...

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Add creative value to due diligence projects

Add creative value to due diligence projects

Natalie Rodgers - Director RTZ Upstream Assessing, auditing, valuing, and making sense of key client relationships is important. We often carry out client listening, focus group, and similar engagement activity that allows us to make recommendations to organisations...

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Ask your 3 key clients these 3 key questions

Ask your 3 key clients these 3 key questions

Darren Francis - Director RTZ Upstream Identify your key 3 clients.  This isn’t always straightforward – it has been discussed in previous articles and it will be again - if you need help please get in touch.  However, for the purposes of this article let’s assume...

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How do you rescue ‘lost’ client relationships?

How do you rescue ‘lost’ client relationships?

Darren Francis - Director RTZ Upstream I see in the business news today that “Oscars will still use accountant PwC despite envelopegate…” Why?  They screwed up, and clients hate that. Well, it’s because they will have actively, urgently, and very effectively managed...

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Feedback is crucial to effective key account management

Feedback is crucial to effective key account management

Effective and proactive account management is crucial to any business.  It is the cornerstone activity that ensures that your important customers (those without which your business may be at risk) are retained and that they are capable of being ‘developed’ – by which...

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