0       0

ENGAGE 2017


PS1715 - Effective Client Management...Landing and Keeping the Best...Firing the Rest


Jun 14, 2017 10:50am ‐ Jun 14, 2017 11:40am

Standard: $49.00

Description

Effectively managing your firm's client base is critical to increasing profitability. But how do you get there? Client grading, profile building, nicheing, acceptance policies, cross serving initiatives, cultivation of referral sources, transitioning clients out, etc., etc., etc. It can seem extremely daunting. But by methodically and purposefully defining the clients to which your firm should be providing services, even if means firing some of them, you can -- and will -- increase the profitability of your firm.

In this session you will learn how to determine the most profitable clients your firm currently serves, how to keep them, how to get more like them and how to let go of the ones that are draining time and energy out of your people.

Speaker(s):

Tags: PST

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content