Week 10: Keeping Clients Close

Will talks about the significance of creating loyal clients and establishing a strong network of referral partners to enhance opportunities for service utilisation and its advantages.

Jacob explains the importance of encouraging clients to avail all services within their network, adopting a more comprehensive approach to prevent them from seeking help elsewhere, which could lead to losing those clients.

Previous

Week 9: After Settlement Opportunities

Next

Week 11: Using Asset Finance to Connect with Your Database