RubinBrown: Totally Satisfied Clients

CHAPTER 4

Creating Lifelong Bonds

O nce you have had a client relationship for a long time, it can be easy to become complacent and take that relationship for granted because it’s familiar and built on a high-level of trust. In the book, “ The Trusted Advisor ”, authors David H. Maister, Charles H. Green & Robert M. Galford describe a trusted advisor as a strategic partner that a client sees as an asset to reach their goals. The authors described four elements of a trusted advisor. This includes (1) consistency; (2) compassion; (3) communication; and (4) competency. Each of these four elements is necessary in a trusting relationship, but only result in a trusted advisor relationship when all four are present together. At RubinBrown, we strive for trusted advisor relationships with all clients while at the same time exercising caution to maintain independence in these relationships. This is especially important in order to deliver high integrity and quality work for these clients.

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