Telephone Courtesy and Client Service go hand in hand; you can't have one without the other. In addition, a practice only has 3-5 seconds to make a good impression on a potential client. Good telephone skills can make or break this potential interaction. If the telephone interaction is with an existing client, great skills can enhance the relationship, where as poor
skills can damage the relationship, causing the practice to lose a client.
Telephone courtesy goes beyond the words we choose to use within the conversation. It includes the tone of our voice and the rate in
which we speak. It is also about assessing the needs of the caller, and responding in such a manner that the client complies with the recommendations we have provided.
This 2-week course will help identify the needs of the client, teach participants to actively listen, and mange any client objections
or concerns that the client may have. As a result, participants will develop an understanding how every member of the team contributes to the financial success
of the practice.