4.5.2023 | Activating Promoters

4.5.2023 | Activating Promoters

Most firm leaders believe their primary source of revenue comes from word-of-mouth marketing. And often, this is true! Our happy clients can be our best sales agents. What most firms fail to do is capitalize on the vast potential of referral marketing. In this...
4.5.2023 | Activating Promoters

3.15.2023 | Governance & Change Management

This workshop will focus on how to build and execute modern client experience programs. We will zero in on how executives need to think about the impacts of a firm-wide CX program and what sponsorship of a CX program really means. You’ll learn how successful CX...
4.5.2023 | Activating Promoters

1.12.2023 | Creating a Voice of Client Process

During this workshop, you will begin to build a plan to align Client Experience (CX) with your strategic objectives and maximize the ROI of your CX investment. Through the lens of your specific Mission, Vision, Core Values, and Strategic Goals, we’ll determine how CX...