Differentiating with Anywhere Work and Remote Client Service


If you’re building a specialty practice or industry niche and feeling geographically constrained, or you have team members who resist the commute to clients, positioning your firm for remote client service is a must. In this session, we’ll explore market data showing what firms are doing in this area. The learning objectives for this session are to:

  • List ways to develop and deepen client relationships at distance using tools currently available in almost any organization
  • Identify tried and true methodologies firms and practitioners are using to expand beyond their geography
  • Apply brand and thought leadership strategies in a geography-independent manner
  • Recognize mindset shifts that will help you approach more of your sales process remotely

Leave this session with an expanded willingness and ability to approach both sales and client service remotely!

Interested in this Course? Contact Us!

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