By completing over 120 client service-oriented projects for investment managers, Eager, Davis & Holmes is an industry thought-leader in the client service area. We have identified 12 elements of a best practices client service program – one that leads to strong client relationships that can weather the inevitable ups and downs of the performance cycle.

In a Client Service Program Strategic Evaluation, your firm is evaluated against the 12 elements of a best practices client service program. You are provided with detailed recommendations for improving and/or building-out your client service program.




Success or failure in areas such as cross selling and retaining accounts through difficult performance periods is greatly affected by the routine day-to-day practices of your client relationship managers.

Through long experience and careful study, Eager, Davis & Holmes has identified practices used by the best client relationship managers. Our Client Service Training Program reviews these practices. With so much at stake, doesn’t it make sense to equip your client-facing staff with the knowledge they need to excel?




Effective client materials are an important component of building client relationships that can weather difficult performance periods. We know how to craft effective client materials that lead to "sticky" client relationships. Let us work with you to improve your client materials.