Client Retention Strategies: Managing Time, Priorities & Relationships for Long-Term Growth

This session focuses on strengthening client retention by improving time management, prioritization, and proactive strategies to effectively manage yo

This is the third part of a 3-part "Let’s Talk" Professional Development series where we explore the key essential element of any organization – The Client. A study by the Gartner Group in 2021 stated "Research has shown that 80% of your company's future revenue will come from just 20% of your exsisting customers" In this session we will look at best practices and the benefits for retaining your clientele by effectively managing your time and files. Keeping your existing clients is easier than finding new ones. Learning Objectives: Time management. File management and renewals. Prioritization of tasks and techniques. Guarding your portfolio. Goal setting. Techniques to avoid procrastination. CE hours: 1.5 Professional Development RIBO hours Seminar Leader Annette Palalas, CIP Prices below are for IIO Members. Fees noted below do not include hst. - Non-members and renewing members the IIO Membership fee will be added to your cart. - Sorry, no refunds. Credit notes issued only with 48 hour written notice - In accordance with Provincial regulator's guidelines, in order to be eligible for CE hours, you must be logged in with for the entire duration of the session. Partial hours cannot be issued. LINK TO WEBINAR 24 hours prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar. This link is unique to you and is tied to your name. It cannot be shared or transferred to others. This personalized link must be used when you log in to the webinar so that your attendance can be tracked. We cannot credit CE hours if you are using a link that is not assigned to you, or if you do not attend for the full duration of the webinar. 　 COMPUTER REQUIREMENTS Our Webinar platform is Zoom Please test your system in advance to ensure you meet the technical requirements in order to participate, please copy and paste the following link on your browser on the computer you'll use for the session: https://zoom.us/test For group rates of 4 or more or if you have any questions or for assistance with registration, please contact us: hamiltonniagaramail@insuranceinstitute.ca