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