We had a very productive client meeting. Here's to a great 2024!
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Get a little insight on building client relationships from Messer's Chairman Roy Messer! OEP is ending soon, but your client relationships aren't - this advice is vital year-round!
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A change in circumstances can be a great time to review your long term financial planning... And you don't have to do this on your own. All smiles when your clients are happy! #financialreview #wealthmanagement #financialplanning #5starreview
⭐️ CLIENT REVIEW ⭐️
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💡The best processes and strategies are the ones that can be made simple The start of some very good times ahead for my new client
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Do you *really* have your finger on the pulse of your clients cases? If a client calls you out of the blue, how quickly would you be able to see... ✔️ A full history of communication ✔️Identify what stage the case is at ✔️See who´s dealing with which tasks ✔️See what date tasks are due to be completed ✔️See updates from providers, advisers and your own admin team ✔️A complete and comprehensive overview 2024 can be your year of improved efficiency, elevated customer service, and seamless teamwork, giving you the capacity and confidence to effectively take on more business. Find out why so many Practices now use Fluid as their all-in-one case management solution. Don´t get left behind - its time to level up! Lets chat about how Fluid can make a vital difference to the way you work 👉https://bit.ly/444bnLo
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Business Attorney for Consultants, Coaches & Expert Service Providers | Mother | Speaker | Board Member
Using Your Contract to Build Client Trust: Increase client trust with your client contract.
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Spend Less Time On Admin Tasks ⏰ and More Time Gaining Customers 📈 with CaseFox Online Client Intake Form! 🚀✅ Visit: https://lnkd.in/dtifrUKH #CaseFox #clientintake #intakeform #legalmanagement #casemangemnet #legalmattermanagement #legalpracticemanagement #practicemanagement #documentmanagement
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Workshop today at Clientshare on what makes a good QBR…. Looking at how suppliers Create, Deliver, Measure and Act (CDMA) when it comes to their QBR process. The QBR is THE BIGGEST source of client growth and retention.
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