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 and efficient? Join us for a discussion of your role in an ideal client transition.
After completing this course, participants will be able to:
⦁ Proactively assist with client knowledge transfer
⦁ Build the relationship prior to the transfer
⦁ Safeguard the relationship after the transfer