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Thursday, December 14, 2023 Live Webcast

Engagement and Client Retention Best Practices (X1-ECR2-2023-01-WEBNR-348-01)

1:00 PM - 2:00 PM EST
webcast

Vendor Platform

1 CPE Credits in MT
1 CPE Credits in PD

OVERVIEW

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

INSTRUCTOR

Jason Cornwell

Jason Cornwell, Esq.

PRICING

$89.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent