Source
https://wealthyconsultant.thinkific.com/courses/client-services-retention-workshop
Category
File Size
3.8 GB
Publisher
wealthyconsultant
Updated
May 14, 2025
Description
Client Services & Retention Workshop
- Part 1 – Introduction to Client Services: What It Is (And What It Isn’t)
- Part 2 – From Prospect to Advocate: Crafting a Memorable Client Journey
- Part 3 – Engineering Happiness: Creating An Exceptional Experience
- Part 4 – Balancing Heart & Data: Client Relationship Management
- Part 5 – Unlocking Loyalty: Client Retention Frameworks
- Part 6 – Mastering CS: Training & Development
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