ARE THEY BEING SERVED?

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February 6, 2017

CLIENT RELATIONSHIP BUILDING MASTERCLASS WEBINARS

Learn how to build a strong and trustful relationship with your clients by understanding your clients’ needs and delivering service excellence that is a cut above the competition.


Webinar #1:
“Use EOFY Meetings to Identify Client Needs”

Learn how you can use the EOFY tax planning meeting to really open up conversations with your clients about their financial objectives and needs.


Webinar #2:
“Is Your Client Preparing to Leave?”

Learn how to pay attention to what clients aren’t telling you to prevent them from leaving and keep them coming back for more.


Webinar #3:
How to deliver WOW service

Learn how to show clients your true value by delivering the highest degree of service excellence to make them love you more.


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