jvBD Academy #05 – Module 04: Client Retention, Client Referrals and the Client COI

In this course, participants will:

  • List the benefits of long term client retention.
  • Explain what you need to do to receive a client referral.
  • Recognize the latent power of The Client Circle of Influence (COI).
  • Plan to engage with one client in the next 30 days.
Participants must complete all three sections and mark them as completed to get the designated CPE.

 

Course Content

VIDEO LECTURE: Module 4
HANDOUTS: Module 4
Final Quiz
FINAL QUIZ: Module 4
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