Occasionally we’re asked: “Tell me about Clients for Life®”? One answer would be to say that, Clients for Life is a formal process of client retention. At its heart, however, Clients for Life is an expectations-based, value creation model. We teach firms to create sustainable value, by understanding and meeting their client’s corporate expectations in a way that is specific, measurable and prioritized.

Expectations are highly important to the successful management of client relationships. They are the key drivers of value. Did you know that there is a psychology of expectations and how they are formed?

Expectations come from two sources, communications and experience.