Using a good Business Development tool is vital to knowing what type of opportunities are available, what your client base is, how successful your firm is in winning, and even why they are lost and to whom. We will discuss potential Business Development reporting, using a defined Client Relationship Management program and options to give a firm idea as to which tools are good for your firm. Come away with one or two possibilities to give you additional insight into how you can maximize your business development potential. Learning Objectives: 1. Gain a better understanding of what Business Development entails and why it’s important to track. 2. Understand what information you wish to track (Win/Lost information such as the reasons why and who the competitor was on the opportunity). 3. Learn how to Create a plan for following opportunities and knowing what is out there. 4. Learn the various quality Client Relationship Management Programs and which ones are right for your firm. Worth 1.0 CPE Credit

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