Description

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.

This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm’s profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.

Instructor: Jason Cornell, Esq.

Target Audience

Accounting and finance professionals seeking to understand how to engage and retain clients

Course Objectives

Create and implement a client retention strategy

Create content to educate clients

Track customer retention metrics

Leverage employee engagement with clients

Map your customer journey

Understand the role of technology in improving client retention

Subjects

Managing client expectations

How automation improves client engagement

Understanding the role of feedback systems

Seeking referrals

Building client loyalty

Customer retention marketing

Expanding services offered to clients

Knowing when it is appropriate to enter new markets