Wednesday, June 21, 2023, 1:30 - 2:30 PM (Eastern)
Not available for the live online class? Pre-order the On-demand Recording!
It is six times harder and more expensive to find a new client than to get work from an existing client. In most firms, 80% of your profits will come from 20% of your clients. So how can you ensure that your most valued and profitable clients are extremely happy with your services, and even recommend you to their friends and colleagues? During this webinar we will discuss how valuable a client retention plan can be to vastly improving your client services and relationships and how it can help you gain a competitive advantage.
Learning objectives:
· Discover how to use a client retention plan to increase revenue from existing clients
· Understand some strategies for improving client relationships
· Appreciate how aClient Relationship Management (CRM) system can improvesuccess with your best clients
Learn some tips forcross-selling services across your firm
Presenter: June R. Jewell, CPA, President AEC Business Solutions