File Name: | Client Services and Retention Workshop |
Content Source: | https://wealthyconsultant.thinkific.com/courses/client-services-retention-workshop |
Genre / Category: | Business Tutorials |
File Size : | 3.8 GB |
Publisher: | wealthyconsultant |
Updated and Published: | May 14, 2025 |
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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