PPT-Understanding Your Clients and Customers …

and how LIHEAP can better serve them Approach to LIHEAP Advocacy Information Develop good quality information about LIHEAP Focus of this presentation Strategy Develop an effective strategy for using information. Caring about delivering excellence. CATHERINE BELL. HELLO LIVERPOOL. MGAA. CHAIRMAN OF INET3. MOTHER OF 5. DAUGHTER. SISTER. FRIEND. (A HUMAN BEING). Employing the right people for client facing roles. SVP - Business Development. sfeldman@listingbook.com. What is Listingbook?. A Client Servicing System. Data from your MLS every 15 minutes. Agents. Invite Buyers, Sellers and Prospects. Consumers: . Chapter 3. In-Class Exercise: . I’ll Cook His Goose!. . Understanding Buyers . Starts with understanding yourself,…..and being confident in what you are selling.. Knowledge Bases (from Chapter 2):. U. sing membership in a racial group as a qualification. B. asing decisions on ethnicity/race. to increase organizational effectiveness (read: profits). Term Used by John D. Skrentny (2013). After Civil Rights. CUSTOMER SERVICE. Who are we?. Sue Groszkiewicz. 24 years CPA & Advisory/Chief Operating Officer, Business Strategy Advisory Practice Leader. 6 years CPA & Advisory/Audit. 15 years Corporate and Not for Profit. Fabulous Follow-up. The Fortune is in the Follow-up!. Kathy Paauw. Productivity Consultant. Business and Personal Coach. Entrepreneur / Business Owner for 17+ Years. The . #1 . reason you are . losing sales, customers and money every . G. roup Conference. Presented by . Sbu. Shabalala & Derick . Jordaan. . 10 March 2014. Adapt IT . Management . Presentation at the ITS Integrator User Group . Conference #ITSUG2014. Serving . over 320 customers . Discovery. Housekeeping. Webinar:. http://LocalSalesCloser.com/gtw. If you are here today, you are good!. Facebook:. http://LocalSalesCloser.com/fb. Join the group. Very interactive. Not a support portal. Leveraging Your Team to Attract, Engage and Retain Customers. Employees at every level can make or break the client relationship. Similarly, they can identify . or miss . referrals, new opportunities and requests for new service offerings. Walker, Hull, and Kwak. Introduction. Dotcom IPO bubble, 1997 to 2001 . IPO prices skyrocketed. Underwriters and their preferred customers. Reaped record profits. Alleged collusion . Other investors, recorded significant losses. Following along in the CSE manual?. Look for this icon to find the related page number.. Instructor Name. Class Information. 1 - Meet Today’s Insurance Consumer. Who is today’s consumer?. How do you reach customers?. ABN 34 122 486 935 AFSL 380552. AGENDA. Current regulatory landscape . FASEA Professional Standards. Education . Code of Ethics. ASIC Industry Funding Model. Accountants limited licence. Increasing the accountability of financial product issuers and distributors. How we built a client-focused culture and significantly improved their experiences with us. Our Offering. These are the services we offer and the core of . our activity. . We provide legal and financial services . To confirm our commitment to the Treating Customers Fairly (TCF) outcomes, as Secure My Future we pledge the following:. The . fair treatment . of our clients and customers is central to the organisational .