Live Client Feedback Interview: Deconstructing and Best Practices

Domain: Client Services

Well prepared and skilled interviewers can quickly get clients to share information that will allow the firm to create a dynamic and strong service differentiator, and quite frequently lead to both short-term and long-term financial benefit. This program will include a live client interview that will be deconstructed in real time to highlight best practices on preparing to conduct more effective client interviews and conversations. Topics and takeaways will include:

Pre-interview protocols, preparation tools and research resources

  • Crafting questions
  • The importance of understanding communication styles and preferences
  • Tips for quickly building trust and rapport
  • Asking the hard question
  • Dealing with delicate or difficult feedback

Nat Slavin, Partner, Wicker Park Group
Tara Weintritt, Partner, Wicker Park Group
Renee Meisel, Legal Director, Dell Inc.

Member Price: $59
Prospective Member Price: $79

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Video-Recorded Session

This session includes video, audio and synced presentations for an enhanced virtual learning experience.