Surgent's Engagement and Client Retention Best Practices (ECR2)
2025-08-26 18:00 - 20:00 UTC | Webinar
Surgent's Engagement and Client Retention Best Practices (ECR2)

08/26/25 01:00 PM CST
- 08/26/25 03:00 PM CSTDescription:
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a clientâ€™s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firmâ€™s profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.Objectives:Create and implement a client retention strategyCreate content to educate clientsTrack customer retention metricsLeverage employee engagement with clientsMap your customer journeyUnderstand the role of technology in improving client retentionPresenters:Jason Cornell, Esq.Field of Study:Business Management and Organization (1), Communications and Marketing (1)Major Topics:Managing client expectationsHow automation improves client engagementUnderstanding the role of feedback systemsSeeking referralsBuilding client loyaltyCustomer retention marketingExpanding services offered to clientsKnowing when it is appropriate to enter new marketsLocation:
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