Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors.
DESIGNED FOR
Accounting and finance professionals seeking to understand how to engage and retain clients
BENEFITS
- Create and implement a client retention strategy
- Create content to educate clients
- Track customer retention metrics
- Leverage employee engagement with clients
- Map your customer journey
- Understand the role of technology in improving client retention
HIGHLIGHTS
- Managing client expectations
- How automation improves client engagement
- Understanding the role of feedback systems
- Seeking referrals
- Building client loyalty
- Customer retention marketing
COURSE LEVEL
Basic
ADVANCE PREPARATION
None
 | Jason Cornwell, Esq. |
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Pre-Registration Closed
Online pre-registration for this event is now closed.