Let's Talk Client Retention - Webinar (EST)
Date and Time: August 16, 2023 9:30 a.m. (ET) - 11:00 a.m. (ET)
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
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.
- Time management.
- File management and renewals.
- Prioritization of tasks and techniques.
- Guarding your portfolio.
- Goal setting.
- Techniques to avoid procrastination.
Annette Palalas, CIP
Prices below are for IIO Members. Fees noted
below do not include hst.For group rates of 3 or more or if you have
any questions or for assistance with registration, please contact
- 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
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.
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: