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.