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
Understanding the return on investment (ROI) of business development and marketing is essential for making smart decisions. This session will show you how to track performance across your marketing campaigns, client events, referral networks, and outreach initiatives using reporting and CRM tools. Learn which KPIs matter, how to tie revenue back to effort, and how to tell a compelling story about your marketing impact to firm leadership.
Tuesday September 9, 2025 3:00pm - 3:50pm CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
