Regular client feedback and key account planning were cited by clients as the 1st and 2nd most beneficial added-value services for improving relationships with advisers, as per the Meridian West, Financial Times & MPF study 'Effective Client-Adviser Relationships'.

We have explored the topic of account management further in a panel discussion with both professional services experts and client side for a unique view on how account management is evolving.

Bruce Macmillan, general counsel at Legal Practice Technologies and previously senior commercial legal counsel at VISA, representing the clients, explained in a short video what really makes a difference.

"I want my advisers to understand exactly who I am as an individual, my team, my internal clients... as well as the wider market I am operating in."