Course Objective - Introduce participants to financial relationship specific client service and client coverage best practices. Provide participants with transactional and non-transactional strategies for client expansion and retention.
Most of our clients are open to new ideas and idea pitches from competitors. Covering and servicing existing clients can be the difference between an existing client up-sell or referral and an existing client exit. Coverage and service become factors during transactional and non-transactional times. Elite financial professionals are masters of client service/coverage. They focus their efforts on strategies to position themselves, and their organization, as indispensable and irreplaceable advisors to the client.
Topics discussed in the Advanced Client Coverage Skills course include:
All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.