Do you want to spend your time working with your best clients?
Join us for our complimentary 75-minute webinar appropriate for firms of all sizes:
Wednesday, October 20, 2021
1:00-2:15 p.m. Eastern
Eligible for 1.5 CPE Credits
Attend this workshop and learn about:
- The impact of client retention on your bottom line.
- Practical client retention strategies every firm can use.
- How to identify the clients to transition out of your firm and the process to do it.
- The effect client retention has on staff retention.
Deliverables include:
- 75-minute live workshop
- PowerPoint slide deck
- Access to the workshop recording for 30 days
Simply fill in the form to register. Thank you.
Speaker:
Jean Caragher
Capstone Marketing
