Relationship Management Counseling Pilot Survey

4A’s has completed a pilot survey on relationship management counseling, with 62 New Business Committee members participating, to explore this counseling’s effects on client tenure and retention rates.

While the overall low usage of relationship management counseling makes it difficult to draw conclusions from the survey, its results reveal an opportunity to increase the use of these processes within agencies and to make these activities more effective.

The 4A’s will continue to explore additional opportunities for further study relating to relationship management counseling activities.

Download the Pilot Survey Report here.