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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