Strategies for Successful Client Retention and Growth
Keys to maximizing the client relationship

On Demand Recording
30 Minutes

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 on-demand 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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Strategies for Successful Client Retention and Growth Keys to maximizing the client relationship

Strategies for Successful Client Retention and Growth
Keys to maximizing the client relationship