The Challenge
The Private Office is a firm of financial experts who have developed a reputation for delivering value, protecting and enhancing wealth and excellence in client care.
Established and working together as a team for over 10 years, the reputation of The Private Office has contributed to significant growth, and an every growing client base of over 1000 portfolios, ranging from £500,000 to £100,000,000.
Having rebranded as The Private Office and relocated, and with a passion for continually improving and further growth, the partners of the firm decided to invest in building on their reputation, the client experience and excellent relationships and asked Innergy to develop a bespoke programme which embraced best practice relationship management and high impact business development.
The Solution
Innergy’s Rainmaker programme is designed for Professional Service firms and was adapted to meet the needs of the Private Office. Having spent time understanding the specific outcomes required from the development initiative, Innergy worked with the Partners of the Private Office to share best practice approaches and integrate new ways of working with existing and potential clients.
The Outcome
The development enabled individuals and the leadership team to step back and review and agree what practices could be changed. Innergy focuses on action more than talk and every individual developed specific actions which were taken away for implementation and for which they were accountable.
There were also firm wide initiatives that were developed and agreed, which would enhance further the client experience of existing and potential clients.
The partners' feedback was fantastically positive. In particular they liked:
What they said..
"What worked particularly well was challenging our thinking, the simple easy to implement approach and the focus on action. It made total sense."
Robert Morse - Managing Partner
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