Roundtable 2: Making a Bigger Difference for Your Clients

  • Check in on homework and progress since the last roundtable
  • Discuss ways to deepen client relationships, including:
    • Identifying strategies to be a more visionary, strategic advisor for your clients
    • Outlining an approach for undertaking strategic account planning for your key clients
    • Reviewing client communications ideas to keep in front of your clients with valuable information
  • Set expectations for homework to be completed by next roundtable

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