Review Program

Uncategorized Oct 04, 2023

A successful Annual Client Review Program must have the following elements:
-Build connections
-Create consistency
-Foster Collaboration
The annual client review is not a sales meeting. However, when done properly you are positioned to provide product solutions at your next meeting(s) based on your clients personalized needs.
#AnnualClientReview #PracticeManagement #KorsgadenInternationalConsulting


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