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Client Experience

The Art of WOW 700 350

The Art of WOW

This program helps you systemize “WOW” across your practice – helping you cultivate loyalty among existing clients and attract new business.

Igniting Acquisition: FireStarters 700 350

Igniting Acquisition: FireStarters

This program offers a step-by-step process to ignite client acquisition by targeting the “right” prospects and delivering an extraordinary prospect experience to win over new clients.

The Science of Negotiations 700 350

The Science of Negotiations

Learn the process to unlock and understand your clients’ deepest interests and turn every negotiation into a win/win.

Biagnostics 700 350


Behavioral finance meets client experience.