Do Your Clients Know You Care?

This program does not carry MCLE credit. It is intended for informational purposes only.

If COVID-19 is discombobulating for individuals, it is worse for businesses. Every day it seems new requirements appear. To stay in business in the new normal will require new arrangements of physical space, new privacy and security requirements for remote workers, etc. Clients are confused and scared. They want their trusted advisors to listen and off assistance. This program will discuss the strategies for connecting with clients.

You will learn:

• How to prioritize your client touch program
• How to prepare for the conversation ahead of time
• Best practices for the conversation itself
• The importance of follow-up

Speaker

Carol Schiro Greenwald – MarketingPartners