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Wednesday, April 23, 2025 Live Webcast

Engagement and Client Retention Best Practices (X1-ECR2-2025-01-WEBNR-113-01)

2:00 PM - 4:00 PM EDT
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 Cornell

Jason Cornell

Jason Cornell is an experienced civil litigator with over 14 years of experience working in areas of automobile negligence, products liability and wrongful death. As a commercial litigator, Jason has represented a wide range of high-profile clients, including Hess Energy, Morgan Stanley and NBC Universal. Jason’s litigation experience also includes representing the bankruptcy trustee for one of the largest bank failure cases in U.S. history. Prior to practicing law, Jason worked for several years as a senior claims representative at one of the nation’s largest insurance companies. Jason brings an impressive range of insight and understanding on how insurers and corporate defendants value and litigate personal injury claims. Prior to joining Clark Fountain, Jason was an equity partner at an AmLaw 200 law firm. Jason previously served as editor and lead author of the South Florida Trial Practice Blog and the Delaware Corporate Bankruptcy Blog. Jason is a contributing author to Clark Fountain’s blog, writing on issues relevant to automotive defect litigation. During his career, Jason received awards for pro bono work representing dependent and neglected children, as well as his for his commitment to mentoring young attorneys. Jason previously served on the board of two nonprofits, one providing therapy services for children on the autistic spectrum and another advocating for grandparents who have custody of their grandchildren. Jason is a member of both the Florida Justice Association and the Palm Beach Justice Association.

PRICING

$109.00 - Member

$129.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 23 at 1:30 PM.

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COURSE DEVELOPER

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