Title Increase Cross-selling and Internal Marketing Status: Complete Summary : Strengthened Client Manager engagement through training, audits, defined expectations, and a new series designed to enhance collaboration, talent visibility, and cross-selling. Key Actions:
• Delivered Client Manager Training in 2022 and 2024, with plans to return in 2026 • Launched a firmwide Client Manager Audit to assess and elevate performance • Clarified CM/ACM roles and responsibilities • Introduced the 2025 New Client Manager Challenge to accelerate success • Kicked off the *Beyond the Desk* Series to foster connection and collaboration
Baxter & Woodman | VISION 2026 Strategic Planning Recap
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