Watch: Developing Client Relationships That Drive Word-of-Mouth Referrals

Touchpoints are critical to client trust. In this video, we will take a deep dive into specific touchpoints and how they directly affect that trust. Developing trust with clients may seem like a given, but you will come to find that there are various ways to inadvertently have a negative impact.

Once these negative areas are identified, you will learn to facilitate new business for your firm by developing an action plan to avoid negative rapport and improve client trust.

Learning Objectives:

• Utilize tools to create your own Service Pyramid
• Assess current customer touchpoints
• Determine which touchpoints need the most work
• Develop an action plan for honing in on client needs

Sponsored by:

Please note, this is a non-CLE webinar.
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