Overview

Cultivating client loyalty is more challenging than ever but understanding what drives loyalty doesn’t have to be overly complex. In this session you’ll learn how experiences, behavioral psychology and external factors influence one’s ability to choose you and your products or services time and time again.

Learning Objectives

After completing this session, participants will be able to:

  • Paraphrase a response to the question ‘What is CX?’
  • Recognize the tie between CX and loyalty
  • Identify the origins & psychology of loyalty
  • Paraphrase how to earn and maintain client loyalty amid a shifting landscape
  • Determine CX actions steps you can take today to maintain and grow a loyal client base

Presenter

Jennifer Carro, Director of Client Experience, Marcum LLP

CPE CREDITS

Program Description The Client Loyalty Equation
Important Notice Regarding CPE:
Learning Objectives

After completing this session, participants will be able to:

  • Paraphrase a response to the question ‘What is CX?’
  • Recognize the tie between CX and loyalty
  • Identify the origins & psychology of loyalty
  • Paraphrase how to earn and maintain client loyalty amid a shifting landscape
  • Determine CX actions steps you can take today to maintain and grow a loyal client base
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 hour
Recommended Field of Study Communications and Marketing
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at brandon.ferris@marcumllp.com.

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.