Description
Too often firms wax nostalgic about how clients used to be more loyal, lamenting their fickle nature and the firm’s declining retention rates. Instead let’s talk about proactive steps to earn loyalty from clients by forging stronger relationships, providing more proactive advisory service and working to understand the client’s needs, wants and strategy for the future.
After completing this course, participants will be able to:
⦁ Understand client service
⦁ Build stronger client relationships
⦁ Develop deeper client knowledge