Engagement and Client Retention Best Practices

Online

# of CPE Credits

2

Description

Objective

Create and implement a client retention strategy Create content to educate clients Track customer retention metrics Leverage employee engagement with clients Map your customer journey Understand the role of technology in improving client retention

Attendee Information

Jason Cornell, Esq.

Required Knowledge

None

Event Code:ECR2-2027-01-WEBNR-48-01
Other fields:
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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