Meet the Expert
Bob Potter
Managing Principal, R.A. Potter Advisors
- Teaches service providers how to win in competition and retain and expand committed client relationships using the Third Level Selling and Services principles.
- Clients by sector: real estate - Eastdil, JLL, Colliers, CBRE, Avison Young; financial services - Morgan Stanley, GE Capital, Wells Fargo; professional services firms - Baker Tilly, Slalom Consulting, ROI Communications.
Meeting Packages from $400
Your Meeting Package Includes:
- All 7 Best Practices
- Pre-Meeting Discovery Process
- One-on-One Call with Expert
- Meeting Summary Report
- Post-Meeting Engagement
Winning in Competition: Strategies for RFPs and Bake-Offs
Managing Principal, R.A. Potter Advisors
Target Audience
Service providers who are responsible for acquiring new clients, expanding current client relationships or creating client loyalty
Anyone in the customer facing side of a business; also, human resources and any other group concerned with training and corporate education.
High-level financial, commercial real estate and professional service providers
From small boutique firms to Fortune 500 companies
Winning in Competition: Strategies for RFPs and Bake-Offs:
Target Audience
Expert Topic