Beyond technical and product knowledge, retaining and growing client accounts lies in the ability to establish deep, trusted advisor relationships. While many executives and sales teams agree with this theory, it is the ‘how’ to engage clients which requires the mastery of many conversational skills and planning tools. Busy clients already expect knowledge and expertise from their provider. The differentiator will be in the quality of each client experience. They need clarity on purpose of each conversation, current and tailored insights and recommendations, high-value questions, deep listening skills and ease when gaining agreement.