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Ogilvie Consulting/8 Weeks to Client Relationship Mastery - Gold Digital Course
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  • $2,897

8 Weeks to Client Relationship Mastery - Gold Digital Course

  • Course
  • 13 Lessons

Give me 8 weeks, and I'll show you how to turn your lukewarm clients into raving fans!
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Contents

Course Introduction

Welcome to my foolproof system! I transform financial service professionals into highly effective client relationship managers, converting lukewarm customers in loyal, raving fans.
Welcome to the Course
Let's Get to Know Each Other
Outline and Objectives

The Fundamentals

Week 1: Understanding the Client Perspective
Week 2: Language
Week 3: Technology/CRM Application
Week 4: Phoning Practice & Scripts
Week 5: How To's For Fruitful Email Exchanges
Week 6: Client Lists Using CRM Technology
Week 7: All about Productivity Practice
Week 8: Recap & Troubleshooting

Next Steps

Continuing Your Journey
Resources