The Elevation Matrix™Relationships are not static – they change over time. What we want to know as advisors is, are they growing and improving, or are they eroding? The Elevation Matrix™ is designed to help identify what may be happening with your client relationships in order to allow you to best serve the relationship in the most profitably way. There are two indicators of the quality of any relationship, and we work with you to identify how you and your firm are performing against those indicators.
Using some simple indicators and production assessment, you can see if the relationships you have are in the “sweet spot” of High Positivity/High Productivity, or if they are eroding toward Low Productivity and souring toward Low Positivity. Through this simple assessment, you can revisit, recalibrate and reset your marketing activities to continue to develop the meaningful relationships that are so valuable to your firm and your clients. Conducted annually, The Elevation Matrix™ keeps your relationship marketing activities focused on growth.
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