The summary from our March 2025 Practice Management Clinic, Defining and Measuring Service, is now available.
March’s Practice Management Clinic focused on the Service pillar of the Building Blocks of Practice Management. This session explored how firms define service quality, deliver consistent client experiences and measure outcomes..
Facilitated by Michael Zeuner of WE Family Offices, with panelists Doug Banbury (KeyBank), Richard Joyner (AlTi Tiedemann), and Charlie Willhoit (IWP Family Office), leading the discussion, panelists and attendees explored:
• How business models shape service delivery and client experience
• Defining service beyond investment performance
• Measuring service quality through client retention, engagement, and proactive planning
• Addressing operational and organizational challenges without compromising personalized service
To read the full report, click here.
