Course curriculum

    1. Introduction

    1. The Currency of Client Relationship Management

    2. The Emotional Bank Account

    3. Strategic Value Negotiation

    1. Genuine Curiosity

    2. The On-Site Visit

    3. Values, Goals and Legacy

    1. Beyond Transactions

    2. The Insight Architecture

    1. A Trusted Advisor

    2. Earning the Status

    3. Beyond the Numbers

    4. Courageous Conversations

    1. A Growth Mindset

    2. Professional Resilience

About this course

  • $59.00
  • 21 lessons
  • 0 hours of video content

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