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PRODID://NDCP//497716
BEGIN:VEVENT
DTSTAMP:20260429T190347
VTIMEZONE:America/Chicago
DTSTART:20270310T180000Z
DTEND:20270310T200000Z
UID:497716
SUMMARY:Surgent's Engagement and Client Retention Best Practices (ECR2)
LOCATION:Webinar
DESCRIPTION:Surgent's Engagement and Client Retention Best Practices (ECR2)\n\n03/10/27 12:00 PM CST\n - 03/10/27 02:00 PM CST\Description:\nPositive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’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 firm’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 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
 Presenters:Jason Cornell, Esq.Field of Study:Business Management and Organization (1), Communications and Marketing (1)Major Topics:
 Managing client expectations
 How automation improves client engagement
 Understanding the role of feedback systems
 Seeking referrals
 Building client loyalty
 Customer retention marketing
 Expanding services offered to clients
 Knowing when it is appropriate to enter new markets
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Engagement and Client Retention Best Practices (ECR2)<br /><br />03/10/27 12:00 PM CST - 03/10/27 02:00 PM CST<br />Description:<br />Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’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.<br />
<br />
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 firm’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. <br />
<br><br><b>Objectives:</b><br><ul>
    <li>Create and implement a client retention strategy</li>
    <li>Create content to educate clients</li>
    <li>Track customer retention metrics</li>
    <li>Leverage employee engagement with clients</li>
    <li>Map your customer journey</li>
    <li>Understand the role of technology in improving client retention</li>
</ul><br><b>Presenters:</b><br>Jason Cornell, Esq.<br><br><b>Field of Study:</b><br>Business Management and Organization (1), Communications and Marketing (1)<br><br><b>Major Topics:</b><br><ul>
    <li>Managing client expectations </li>
    <li>How automation improves client engagement</li>
    <li>Understanding the role of feedback systems</li>
    <li>Seeking referrals</li>
    <li>Building client loyalty</li>
    <li>Customer retention marketing </li>
    <li>Expanding services offered to clients</li>
    <li>Knowing when it is appropriate to enter new markets</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
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