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Description

Why should you invest time and energy into building brilliant client relationships?
It’s simple: Increased client satisfaction leads to a better chance of retention, upselling and getting more referrals.

But building great relationships is a process; it’s not something that just ‘happens’. If you can create systems and habits for your team, you’ll have a much greater chance of long-term success

The 9 modules of this course will walk you through various aspects of building successful client relationships and present actionable best practices that you can immediately implement in your firm. For example, we’ll cover:
• Strategies for productive meetings – including how to ask the right questions to get the outcomes you want
• How to offer meaningful support your clients, particularly those who are business owners
• How to elicit ‘big picture’ goals from your clients and add value to their business through understanding these goals
• How to help your client clarify what will REALLY make a difference to their business
• What to do when a client relationship is awkward or gets off to a rocky start
• How to challenge clients gently, but effectively to achieve productive engagement
• How to continually enrich and stimulate the client relationship

Improve your team’s client management and your client’s experience of working with you and build processes to ensure this is sustainable in your firm!

What you will learn?
Learn to implement systems and methods which improve the client experience
Increase client satisfaction and retention
Improve team performance and reduce reliance on partners
Identify new sales opportunities from existing clients
Increase referrals from existing clients
Skills Covered
CLIENT COMMUNICATIONCLIENT ENGAGEMENTWORKING WITH CLIENTSSALESTEAM DEVELOPMENT
schedule Duration
2 hours
emoji_events Certificate
Available
bar_chart Level
Intermediate
error_outline Prerequisites
No
check_circle Preparation
No
lock Access
One year

attach_money Price
US$58.50

emoji_events 100% moneyback guarantee
If you cancel within 10 days and you’re not completely satisfied, we’ll give you all your money back. No questions asked.

Features

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Verifiable
We make it easy for you to stay compliant with your organization's requirements by providing completion certificates that you can download anytime.
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Online
You're busy - we get that. That's why we've recruited the top experts in your field to provide courses that you can take on your own schedule.
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Anytime
Learn at your leisure. You can start, pause, and restart the courses whenever you like. They are mobile optimized for extra convenience.
Learn the Easy Way
Access the course for a full year
Start and finish on your own schedule
Download completion certificates
Share your certificate on LinkedIn
Curriculum
schedule 2
hours
1
Guide
|
8
Quiz
|
9
Video
Curriculum
1 Guide
8 Quiz
9 Video
schedule 2
hours
guide
Section 1. Start Listening, Ask Questions-Part1
videocam Video
10 m
Build a System for Natural and Productive Meetings

quiz Quiz
Quick Quiz!
Section 2. Support Your Client-Part1
videocam Video
7 m
Define Meaningful Ways to Support Your Client

quiz Quiz
Quick Quiz!
Section 3. Understand Client Goals-Part1
videocam Video
10 m
Understanding Six Common Types of Client Goals

quiz Quiz
Quick Quiz!
Section 4. Challenge Yourself and Branch Out!-Part1
videocam Video
7 m
Work with People who are Different From You!
Section 5. Getting to Know Clients - Building Structures-Part1
videocam Video
9 m
Build a System to Understand Your Clients

quiz Quiz
Quick Quiz!
Section 6. Dealing with an Awkward Start-Part1
videocam Video
8 m
Give Relationships the Best Chance of Success

quiz Quiz
Quick Quiz!
Section 7. Make Your Clients Curious-Part1
videocam Video
8 m
The Art of Gently Challenging Your Clients

quiz Quiz
Quick Quiz!
Section 8. Changing the 'Client Environment'-Part1
videocam Video
6 m
"Mixing It Up" With your Client!

quiz Quiz
Quick Quiz
Section 9. Six Client Management Skills-Part1
videocam Video
6 m
Building Systems for Client Relationship Development

quiz Quiz
Quick Quiz
Learn from the best

Mark Ferris is an entrepreneur who has founded, built and exited businesses which sell services and solutions to corporate customers. His career has spanned Asia, North America and Australia where he is currently based. As a founder, director and investor in early stage technology businesses, he is especially passionate about enabling the rapid growth of businesses to the benef...

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Course
Managing Clients for Success
Building Brilliant Client Relationships.
Format: Online
Level: Intermediate
Certificate: Available
Duration: 2 hours
TOTAL
US$58.50
You’ll be charged this price and get immediate access to all learning materials. Taxes are calculated at checkout.
Frequently Asked Questions
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Each profession and regulatory body has its own requirement. These requirements are in a state of flux. As a result of the changing nature of professional development requirements it’s best to visit your association’s website.

Each course is created by instructor(s). The main part of each course is a set of videos that you can watch on-demand. Courses can also include quizzes, articles and supporting resources like PDF, Excel and other documents.

After completion of each course or package you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime.

The course starts as soon as you sign up - you will have full access to all course content and materials immediately and have up to 365 days to complete it.

Our Packages and Custom Package are subscription-based. That means after the end of the subscription period (usually a year) you will be automatically enrolled in a new Package with a new set of courses and charged the same amount. You can cancel the subscription anytime before the renewal date or within 10 days after the renewal and get a refund. No questions asked.

A Custom Package is a subscription-based service that allows you to select any courses from our platform within a specified number of total hours. Any courses that are available on the platform can be added to your Package. The Custom Package provides you with the freedom and flexibility of choosing courses for a discounted price compared to buying individual courses separately.

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Information is accurate as of the date the video was posted. We make every effort to ensure that videos are up to date.

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We strive to provide a broad range of content to professionals and are continually sourcing and publishing new content as it becomes available.

You will receive a “Certificate of Completion” upon viewing a course. We store your certificate on our database, so you don’t have to worry about losing it.

For your convenience, you can easily watch our videos on your phone and tablet as well as on your desktop or laptop computer. Anywhere you have an Internet connection can be a place to complete your professional development.

To register for a course, visit the course landing page, click ‘Add to Cart’. In your cart, enter your Payment Details, and click “Pay”. You can then view and access your purchased courses in the “My courses” tab in the top right header.

To be awarded the completion certificate, you must complete the course in its entirety, by viewing all videos, completing all interactive tasks and supplementary reading, and finishing all quizzes. Certain governing or accreditation bodies have further requirements. For example, to earn a IRS-registered certificate, you must complete all of the above, and additionally receive a minimum grade of 70% on the Final Exam. You should always check with your governing body to see specific requirements for your accreditation.

If you cancel within 10 days, and you’re not completely satisfied, we’ll give you all your money back. No questions asked. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 888-987-0858. You may also reach out for support to Marionne Sumalinog at support@learnformula.com

Once you have completed all the sections of the course, the course progress will show as 100% complete, and will now appear under the Completed tab in your My Courses page. Under the course thumbnail, click "Get a certificate" to view your certificate and download it, if you wish. The certificate is also stored in our database so you don't have to worry about losing it. Certificates become available immediately after you complete the course, and are stored in our systems indefinitely.

Every course is arranged uniquely by the instructor, but they're all easy to navigate through. Once you click on your purchased course, you'll see the curriculum, made up of videos, quizzes, and/or supplementary materials. To begin the course, simply click on the first video. From there, you can click on ""Next Activity"" to move through the course, or navigate through the course using the left-hand menu. Please note that you must view all videos in their entirely, and complete all quizzes, final exams, and supplementary materials, as applicable, for the course to register as complete, and to receive your certificate.

To purchase a Team License, first, locate a package you wish to purchase for your team. This may be either a Regular Package, or a Custom Package, to allow each member of your team to curate their own package. Once you have selected a package to purchase, please enter your information and click "Sign Up". In your Shopping Cart, click "Team License (2+)" and select the number of team members you would like to purchase the package for. Enter any coupon codes, and proceed through Checkout as usual. Once you have purchased the Team License, invite all your team members! You can check up on your team's progress by clicking "Team Courses" in the top right corner of your screen.
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