6. Frank Crystal Client Experience Deliver Assess Plan Review Assess performance to CEP and optimize plan to drive increased client value Deliver services consistent with agreed-upon objectives outlined in the CEP Develop and deliver client service management plan Frank Crystal Client Experience Plan (CEP) Strategically assess the client’s environment and business operations Identify Identify and scope full range of current and emerging business risks Distinctive Value
7. Our Advantage CLIENT FOCUSED OWNERSHIP STABILITY LONG TERM OUTLOOK BUSINESS ACUMEN TENACITY / PASSION HIGH CLIENT RETENTION SHORT-TERM FOCUS MARGIN OBSESSED MULTIPLE PROFIT CENTERS BUREAUCRATIC PERSONNEL ISSUES LARGE COPORATE OVERHEAD MEGA BROKER LOCAL BROKER ACCESS TO MARKETS GLOBAL CAPABILITIES FULL SERVICE TRANSACTIONAL PROWESS INDUSTRY EXPERTISE LEVERAGE / PREMIUM VOLUME LIMITED ACCESS TO MARKETS NO GLOBAL CAPABILITIES NOT FULL SERVICE LIMITED BROKERAGE CAPABILITIES LIMITED INDUSTRY EXPERTISE LIMITED LEVERAGE WORK ETHIC ENTREPRENEURIAL SPIRIT NIMBLE DECISION MAKING ACCESSIBILITY LOCAL PRESENCE SINGLE PROFIT CENTER
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