- NY Credits : 2.0
- TX Credits : 2.0
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.
Upon successful completion of this course, the user should be able to:
identify clients that should be considered for termination,
determine appropriate and professional methods for ending the client relationship,
determine how a firm can expand its business with its existing clients and get more referrals, and
recognize best practices for a firm's marketing efforts and proposal preparation.