Strategies for Successful Client Retention and Growth

On-Demand Webcast
40 Minutes

Keys to maximizing the client relationship

Your existing clients often represent your biggest revenue growth opportunity as well as your biggest risk. But many financial services producers are unprepared to spot timely upsell indicators or red flags. Hear from Diane Guganig, a specialist in the Financial Services sector, on how top revenue producers use LinkedIn to spot risks before their accounts are lost, and how to grow opportunities at scale.

Learn how top revenue producers use LinkedIn to play both offense and defense to tackle common client retention and growth challenges.

In this webinar, you’ll learn:

Common key client challenges
Techniques to identify and react to red flags
Strategies to capitalize on growth opportunities

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