Sales & Marketing expert, Allan S. Boress, CPA, CFE, provides coaching, training, consulting and speaking on Best Practices of Marketing and Personal Networking for Professional Service Providers.
 
 

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The I-Hate-Losing Clients Course: CLIENT RELATIONSHIP MANAGEMENT -- How to Keep Clients for Life

Designed For: Every firm who wants to provide CLIENT RELATIONSHIP MANAGEMENT training for Partners and Managers to protect their clients from outside predators in an ever-increasingly competitive marketplace.

Note: This is the ONLY client relationship management training course in the world custom-designed for the professions by a CPA/Consultant. Based on hundreds of client interviews and case-studies.

Objectives:
  • To have participants understand completely what drives client satisfaction - from the client s point of view
  • To teach participants how to quantify the quality and strength of the client relationship
  • To help protect your most important assets, your clients, from outside predators
Deliverables:
  • Participants leave the program with a complete understanding of how to quantify the quality of the client relationship and specific steps to enhance and protect them.
Program Highlights:
  • Why Clients Leave and Why Clients Stay: Our Annual Survey Results
  • Seeing the World Through the Eyes of your Clients: What clients Really Want from their professional service providers (and are willing to pay for)
  • Testing the Quality of your Key Client Relationships
  • How Quality of Relationships impacts Fees, Referrals and Sales of Additional Services
  • The Biggest Mistakes Professionals Make in Dealing With their Clients
  • Building the Skills Necessary to Effectively Manage Relationships: 40 Proven Ways to Strengthen Client Relationships
  • Adding Value to the Relationship: Seeing yourself as the client's "Business Doctor"
  • How to Deal with Difficult Clients
  • Identifying and Dealing With the Five Major Personality Styles
  • Common Traits of the Best Client Relationship Managers
  • How to Use Your Existing Strengths as a Professional or Consultant to Build Relationships
  • The Model Of Client Relationships: The Boress Relationship Pyramid
Method of Presentation: Lecture and discussion
Recommended CPE Credit: 8 hours