Webinar: Mastering Client Management for Accounting and Finance Professionals
WS239 | Course | Basic | Scheduled
Description
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into th
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Business Management & Organization |
Designed For
Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships
Prerequisites
None
Highlights
- The evolving landscape of client expectations in the accounting profession
- Building strong and lasting client relationships through effective communication, empathy, and proactive service
- Implementing efficient client onboarding and engagement processes
- Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
- Effectively resolving client concerns and complaints
- Utilizing client feedback to continually improve your practice
Objectives
- Identify and manage client risks and expectations
- Develop strategies for boosting client satisfaction and loyalty
- Understand client management best practices
- Develop practical skills to build stronger client relationships and improve client satisfaction
- Leverage technology to enhance your client service capabilities
- Discover strategies to optimize client retention and drive growth in your practice
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00