Description
Done properly, client transitions strengthen the client’s relationship with the firm and provide development of younger staff. So what can you do to ensure the process is smooth, effective, timely and efficient? Join us for a discussion of your role in an ideal client transition that transfers the relationship along with the revenue.
After completing this course, participants will be able to:
⦁ Determine who and when to transfer
⦁ Help build the relationship prior to the transfer
⦁ Proactively assist with client knowledge transfer