Andrew Sobel

Tools

The Making Rain Individual Assessment
Are you an expert for hire or a client advisor? Do you practice the attributes and strategies that enable you to become part of your clients' inner circle and create enduring loyalty? This self-assessment will highlight your strengths and weaknesses and help you to better understand the full range of skills and practices required to build long-term, trusted client relationships.
Click here to begin the Making Rain Individual Assessment

The Making Rain Institutional Assessment
Has your organization institutionalized the ability to make rain and build lifelong client loyalty? This assessment will help you to better understand the full range of practices and policies which, at the firm or company level, are required to build long-term, trusted, institutional client relationships.
Click here to begin the Making Rain Institiutional Assessment

The Collaboration Survey
This survey asks you to assess 14 critical factors which may be impeding or encouraging collaboration to serve clients in your own organization. If you would like me to send you a copy of the survey results once a critical mass of respondents have filled it out, be sure to type your email address in the demographics section of the questionnaire.
Click here to take the Collaboration Survey

Useful Tools

A short guide to client account planning and development

How well do you really know your clients?

Questions to help you understand your clients as people

Techniques for effective listening