Winning a client is just the beginning—retaining and expanding the relationship is where the real value lies. This session offers strategies for deepening client trust over time through proactive communication, consistent service delivery, and data-informed client management. We’ll explore how firms can use technology to track relationship health, identify at-risk clients, and personalize interactions that build loyalty and generate new business.
Tuesday September 9, 2025 11:00am - 11:50am CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
