Managing client relationships is one of the most complex issues financial advisors need to master to be successful. They not only demand in-depth understanding of the client’s personality and background, but often do not have a single clear-cut right answer. Using the situation described in The Greek Island Situation: A Case Study in Client Relationship Management, how you would approach the situation? The answers you provide will be used anonymously and in aggregate. Providing your name or email is optional and will be used only to share the results of the survey with you.

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* 1. Which of the descriptions below do you best identify with?

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* 2. Please tell us a bit more about yourself

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* 3. Should Anne call Claire?

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* 4. Does Anne have any chance of being the Lead Wealth Manager for Bill after this?

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* 5. Is Anne ready to be lead on any client relationships?

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* 6. If Anne tries to take over Martin's clients, how should she go about it?

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* 7. Can Anne do something to make sure referrals come to her and not other advisors?

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* 8. If you would like the results of this survey please provide your name and email 

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