- NY Credits : 2.0
- TX Credits : 2.0
Best Practices for Hiring and Firing Clients
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 Best Practices for Hiring and Firing Clients, 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.