Eileen Kennedy on Managing Client Experience in the Covid Age

Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes]

Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus.

You can thrive for years to come – if you take the Covid Crisis as a call to reinvent your practice.

You already have two essential factors in your favor:

1) PPP loans showed your clients you play a critical role in their business, and

2) Clients need help to achieve a full recovery for future survival and long-term growth.

But, you may need to change your mindset and the way you run your practice.

In this fast-paced session, you'll learn how to:

√ Wow! Your clients and gain more referrals.

√ Leverage client feedback to fuel growth.

√ Analyze each client for their needs and potential.

√ Ask the three questions that reveal hidden needs and desires.

√ Implement client retention best practices.

√ Build a plan and set it on auto-pilot.

√ Reveal the "family trees" of new opportunities.

√ Run a client meeting for maximum effect.

√ Grade clients into Silver, Gold, and Platinum categories.