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Frame Client Meetings with a Ramp Up and Follow Up Process
2019-08-08 • 5 minute video

Reposition “Client Review Meetings” as “Strategy and Tactical Meetings” that are process driven to enhance the client experience and increase your value and trust.

Duncan explains that if you internalize your value and trust to your clients, not just you and your people, but your practice and your process, you will create a network of advocates that will generate quality referrals.

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