jvBD Academy #02 – Module 01: Connecting and Communicating with Clients

In this course, participants will:

  • Describe their role with the client.
  • Quantify the power of relationships to the firm.
  • Discuss obstacles to connecting with clients.
  • Recognize several communication strategies with clients.
  • Plan to connect with at least one client.
Participants must complete all three sections and mark them as completed to get the designated CPE.

 

Course Content

VIDEO LECTURE: Module 1
HANDOUTS: Module 1
Final Quiz
FINAL QUIZ: Module 1
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