ClientCentric.

The truth about referrals is that most professionals work in silos, and rarely think beyond their skill set and expertise.

When I work with a professional who wants to win better quality work. I start with where they are.

Introduction

What is frustrating them most? Where are opportunities being missed? How do they see themselves and their expertise? What sort of work do they really want? What are they doing to win it — and what is actually working?

Only then do we look at the psychology of winning business: why some approaches cause people to engage, why others don't, and how to give the right people a reason to recognise an opportunity and think of you.

From there, we develop a carefully tailored approach to address what is frustrating them most and where the best opportunities are being missed. That is what starts to shift the dial — upwards.

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The Purpose

To win better quality work, by focussing on the concerns of your ideal clients and collaborating with colleagues, contacts and clients to deliver solutions - a client centric approach.

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About the Founder

Caroline Garnham was Head of Private Client Department at Simmons & Simmons, pioneered the concept of Family Governance, is a former contributor on tax and trusts for the weekend FT, and Fellow of the Institute of Tax.

ClientCentric builds on ideas, first tested through Caroline’s Club.

The Promise

In a conversation of just half an hour we can explore what you want to achieve and whether our approach to wining business could shift the dial upwards for you. It is not for everyone and if not for you, you have lost only half an hour.

The Vision

To inspire professionals to be more collaborative, to serve their clients better and to win better quality work effectively, efficiently without wasting time or money.

Let’s Do this Together

ClientCentric is focussed on the concerns of wealthy families and building a strategic network of professionals who can resolve them. If you are interested in learning more subscribe to our newsletter, book me as a speaker, and let me know how you can help resolve the concerns of wealthy families you would most like to work for. I welcome the opportunity to exchange ideas, explore practical experience and learn what you do for your clients.

Contact me on 07979 188 288

Let’s start a conversation

Telephone: 07979 188 288

Speaker

Caroline speaks at conferences, professional firms and leadership events on client-centred collaboration, family governance and the future of the multi-family office.