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Wednesday, April 22, 2026 Live Webcast

Engagement and Client Retention Best Practices (X1-ECR2-2026-01-WEBNR-112-01)

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 Cornwell

Jason Cornwell, Esq.

PRICING

$109.00 - Member

$129.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 22 at 1:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent