Eileen Kennedy on Managing Client Experience in the Covid Age

CPA Trendlines Podcasts

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.