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BAC Foundations

Keep Them Coming Back (BAC Workshop 02)


Description

Course OverviewClient+Engagement.jpg?format=2500wCourse contents (download files here)

Content
  • Introduction
  • Introduction to the Business Advisor Certificate (BAC)
  • Engaging Client Companies for the Long Haul
  • Personal Confidence Scorecard: Client Engagement
  • Advisor Insights; How do you keep clients engaged?
  • Keep Them Coming Back: Workshop Overview
  • Part 1: Triaging Clients
  • Part I: Triaging Clients
  • Triaging Clients Framework
  • C Clients
  • A Clients
  • B Clients
  • Advisor Insights: Triaging Clients (08:43)
  • Paths to Client Engagement
  • Advisor Insights: How to re-engage clients (04:35)
  • Three Paths to Client Engagement Framework
  • Engage Client's Hearts
  • Engage Clients Hearts (15:54)
  • Pro-Tool Client Engagement: How do you clear client's Hearts
  • Advisor Insights: Engage Clients Hearts (09:46)
  • Engage Client's Minds
  • Engage Clients Minds (07:13)
  • Pro-Tool Client Engagement: How do you clear client's Minds
  • Advisor Insights: Engage Clients Minds (02:46)
  • Engage Client's Path
  • Engage Clients Paths (06:27)
  • Pro-Tool Client Engagement: How do you clear client's path
  • Wrap Up
  • Wrap Up: Keep them coming back (09:29)
Completion rules
  • All units must be completed
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