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Client Engagement: Engaging Client Companies for The Long Haul

August 22, 2024 | 10:00 am - 12:00 pm East US Live Online (Zoom) NM SBDC Workshop

In this workshop you will discuss with other advisors how to make clients come back is to shift our attention from merely enhancing their business to also excite their minds and engage their hearts.

The take-away from this workshop is:

  • How to identify your client’s true needs

  • How to captivate client’s minds with relevance, insights, and practicality

  • How to engage client’s hearts with vision and identity

  • How to change the game with rules, norms, and habits

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August 19

Client Mindsets: How Your Attitude Can Change Your Client’s Mindset

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September 9

[In Person] Client Engagement: Engaging Client Companies for The Long Haul