Eileen Kennedy on Managing Client Experience in the Covid Age

from CPA Trendlines Podcasts · host CPA Trendlines

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, and2) 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.

What this episode covers

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.

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Eileen Kennedy on Managing Client Experience in the Covid Age

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This episode is 39 minutes long.

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This episode was published on August 16, 2020.

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