Hancock Askew
When it comes down to it, operating a successful tax and accounting practice is so much 1
more than just the actual act of doing the specific tasks you’re paid for. It’s about ensuring
your clients are happy with the way they’re experiencing your firm — otherwise, you can be sure you’ll start losing clients to competitors who care.
The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience.
The BUYER is now in control of whom they choose to work with.
Today we will run through the best practices and strategies to ensure your clients receive the most seamless experience possible to keep them coming back forever.
This course is excluded from the following subscription programs:
Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.
Learning Objectives
- Understand the six steps to execute the client retention cycle
- Review best practices for attracting & converting new clients while building client loyalty and advocacy
- Identify the right tools and technology to maximize your firm's sales & marketing efforts
- Discover ways to set up an all-digital workflow
Level
Basic
Instructional Method
Group: Live
NASBA Field of Study
Business Management & Organization (1 hour)
Program Prerequisites
None
Advance Preparation
None