Instructor: Casey Moore
Total time: 75 minutes
CEUs: 1.0
Conference Year: 2016
Course Descriptions
Enhance your clients' outcomes, improve sales, and ease “difficult” conversations with one powerful tool: transparency. Transferring skills and measuring progress become easier and obvious with processes so clear that clients can fully partner with you. Potential hazards evaporate with your candor at key junctures, including initial call, discussion (and enforcement) of policies and fees, follow-up, expansion requests, etc. This session provides specific language, tools and strategies to take your practice to a clearly higher level.
Learning Objectives
1. Learn what it means to be transparent.
2. How does transparency impact client relationships?
3. Learn ways tips and tricks to take your practice to a higher level
2. How does transparency impact client relationships?
3. Learn ways tips and tricks to take your practice to a higher level
Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.