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Free cpe webinars
Redefine Value With Client Selection, Qualification & Curation

REDEFINE VALUE WITH CLIENT SELECTION, QUALIFICATION & CURATION

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 12, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There are two foundational elements in any firm: your people and your clients. As firms continue to find ways to redefine value, they are evaluating everything related to their clients. This includes how clients align with a firm’s overall values, how prospective clients are selected and qualified, and even how clients are curated to ensure proper long-term fit. 

Learning Objectives: 


  • Identify elements of Lifetime Value to consider for the best long-term fit 

  • Determine the value of client pipeline and how to build “pipeline discipline” within your firm 

  • Outline a framework for client selection that can be leveraged for expansion and new growth 

  • Recognize key qualification criteria for considering business development opportunities

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice
[email protected]

Aflogo

Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.


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