Entries by Ross Dawson

The 5 elements of enhancing client relationship capabilities

Below is an excerpt from my book Developing Knowledge-Based Client Relationships 2nd Edition from Chapter 6 on Enhancing Client Relationship Capabilities: Implementing Key Client Programs. See links to details on my work as a strategy advisor on client relationship leadership and my keynotes and workshops on building exceptional client relationships. Enhancing Client Relationship Capabilities Every […]

50 years later: Humanity’s adaptation to Future Shock

This year it is 50 years since Alvin Toffler published Future Shock. It was an immensely influential book in shaping how his generation thought about the future. In commemoration of the anniversary, a new book After Shock: The World’s Foremost Futurists Reflect on 50 Years of Future Shock―and Look Ahead to the Next 50 is […]

7 lessons learned from 20 years of professional speaking

It is exactly two decades since I became a professional speaker. I had paid my dues over the previous four years speaking frequently for free at conferences. My breakthrough from ‘free to fee’ came from the publication of my first book, Developing Knowledge-Based Client Relationships, which gave me the credibility and visibility to be invited […]

Will financial advice be delivered primarily through Netflix-like subscription platforms?

A report just released by McKinsey, On the cusp of change: North American wealth management in 2030, offers some interesting perspectives. The ideas presented in the report include the rise of “fit-nance” tracking of holistic advice, financial advisors focusing on life coaching, and ubiquitous user ratings of advisors. One of the key concepts in the […]

How to build customer feedback loops for exceptional service and high-value innovation

Companies are continually asking for our feedback. But do they actually use that feedback, and if so how? Unless we know, the company’s response comes back to its customers, there is zero motivation to provide meaningful input. But if that feedback loop is well-designed it will build far more loyal and engaged customers. I wrote […]