Checkpoint Learning

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Best Practices for Hiring and Firing Clients  

CATEGORY: Management
COURSE ID: CLBPFI, VERSION 1.00
(105)
Online & Mobile, Download
2 CPE Credits
Level: Basic

This interactive self-study course takes a look at best practices firms can use for hiring and firing clients. It discusses how to evaluate and prune a firm's client list, red flags that indicate problem clients, and methods for terminating a client relationship in a professional way. It also examines how firms can expand their business using retention, referrals, marketing, and proposals.

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