Developing Innovative Client Solutions to Make a Bigger Difference

Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients. In this session, we’ll:

  • Analyze the mindset shifts and behavioral changes needed to shift from compliance to consultant
  • Discuss ways to run client service team meetings that allow you to assess client relationships and strategize to deliver more
  • Identify methods for understanding the needs and drivers within clients and match those with your firm’s services
  • Discuss differentiating your firm by solving clients’ problems and making a bigger difference in their organization and in their lives

Leave this session with practical and innovative client service ideas that will ensure your clients look to you and your firm for services for years to come!

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