7 Steps to Building Better Client Relationships

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SKU: OLPM20171206

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Live Program Date December 6, 2017
Accredited through December 5, 2020
MCLE Credits: 1.5 Practical Skills/General
OSB Program No.: 6724*8

Includes program materials, live polling questions, hyperlinks from slides, MCLE Form 6 for self-reporting of MCLE credits, and audio/video files of the CLE.

Learn how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say "no" gracefully, dos and don'ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.