While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.

In part two, we’ll look at the key people, roles, responsibilities, and relationships needed to properly align the business to gain new clients, grow existing client relationships, and build a better brand.

Why attend?

Join us for a discussion to answer practical questions such as:

  • How do we assess the talent and experience we currently have to identify gaps?
  • Does our firm have the right roles and responsibilities defined to proactively serve clients?
  • In building books of business, do we have the appropriate relationships to fuel growth?

February 5, 2020 | 9:00am PT / 12:00pm ET / 5:00pm GT


Michael Warren
Vice President, CRM practice
Wilson Allen

Michael has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them.


Darryl Cross
Practice Group Leader, Professional Service Firm Leaders and Partners

Darryl helps leaders improve performance in a VUCA world with collaboration, technology, and teams. His groundbreaking research with the world’s most elite performers and teams including NASA, fighter pilots, professional athletes, and surgeons shows how to continuously grow without sacrificing the mental and physical well-being of your people. Darryl combines his 30 years of experience and researching proven, scientific methods to offer a unique approach to improving performance. He is a certified business coach with the Association for Talent Development, a certified athletic coach with the International Rugby Board and one of 150 Master Fitness Trainers in the world certified by the National Academy of Sports Medicine. He is a graduate of the George Washington University’s Law Firm Management program and has numerous certifications in change management, Human Performance Improvement and performance enhancement.