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ENGAGE 2020


Effective Client Management - Landing & Keeping the Best...Firing the Rest


Jun 11, 2020 1:30pm ‐ Jun 11, 2020 2:45pm

Description

Do you know your firm's "sweet spot" for the perfect client? If so, how do you get more of those and gently transition out those who do not fit your firm? After attending this session you will have a tangible process for learning how to land and keep the best clients for your practice and for firing the rest!

Learning Objectives:
  • Define profile for valuable clients
  • Learn how to rank clients

Speaker(s):

  • Jamie Thomas, National Director | BD & Marketing Learning and Knowledge Management Leader, BDO USA, LLP
Tags: PST
Category: Concurrent Session (Onsite and Online)

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