Delivering a World-Class Client Experience
By the end of the course, you will understand the value of creating a world-class client experience (CX), the components of the client experience, …
Course Category: Client Experience
Hosting Client Events
This course is designed to help build relationships and show appreciation to your clients by hosting events. By the end of the course, you should b…
Client Appreciation Strategy
This course is designed to help firms be intentional about a key part of their overall client experience: showing appreciation through events, gift…
Client Advisory Councils
This course is designed to help firms execute a successful Client Advisory Council and get the most out of the feedback they receive from council m…