- NY Credits : 2.0
- TX Credits : 2.0
Checkpoint Learning
Course Detail
This interactive self-study course takes a look at best practices firms can use for hiring and firing clients. It discusses how to evaluate and prune a firm's client list, warning signs that indicate problem clients, and methods for terminating a client relationship in a professional way. It also examines how firms can expand their business using retention, referrals, marketing, and proposals.
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