Eileen Kennedy on Managing Client Experience in the Covid Age episode artwork

EPISODE · Aug 16, 2020 · 39 MIN

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.

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Eileen Kennedy on Managing Client Experience in the Covid Age

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