Four Imperatives for Client RetentionM



Signing and engaging the client is just the beginning of a truly collaborative relationship that will last. If you fail to develop the right retention approach with the client, you will always be forced to differentiate your firm on price.

There are four imperatives to building more effective client relationships. This session will teach you the skills and techniques you can use to embed these best practices into every client relationship.

During this webinar, attendees will:

  • Get to know the client’s decision making process
  • Learn how to requalify beyond the obvious
  • Understand how to reposition their legitimacy
  • Learn to respond effectively to resistance


Rob Mosley, managing partner, Next Level Exchange

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