Course Level: Advanced
Prerequisites/Advance Preparation: None
Method of Presentation: Lecture and discussion
Recommended Time Frame: 8 hours
Note: A popular KEYNOTE session
Taught by: Allan Boress, CPA, CFE and best-selling author of I Hate Selling
Designed For: Every professional who wants to ensure he or she is providing the service the client WANTS.
Objectives:
To build a common understanding of what leads to satisfying client relationships To learn what’s important to the client, not only what is important to you
To teach professionals how to avoid the expensive pitfalls of a poorly-conceived direct mail program
To have participants leave the program with a plan of action to establish their own direct marketing program
Program Highlights:
How do client relationships affect fees? Is what you learned in school the end-all of taking care of clients? What really determines the best client relationship and how do clients grade the value they receive? What do clients really want? Why do clients really leave?
Participants will learn:
- Why clients leave
- Why clients stay
- How clients view fees
- How clients determine what constitutes quality client service
- How to avoid the most common mistakes professionals make in taking care of clients