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The Best Client Management Tips & Techniques for Accountants
ExecSense, Nov 2010, Minutes: 60
In The Best Client Management Tips & Techniques for Accountants, ExecSense examines easy-to-implement best practices used by leading accountants to create long-lasting and highly successful client relationships. Take the 60 minutes to view this webinar (on your computer, mobile phone, iPod, iPad, Kindle or printed out) to learn specific tips and techniques that will enable you to exceed the expectations of your clients so much so that they become an invaluable source of referring new business because they are so happy with your services.
Upon ordering, ExecSense will email you a link to download the webinar files for viewing on your computer, mobile phone, iPod, iPad, Kindle or printed out. The downloaded files will include the PowerPoint presentation, audio narration and jpeg images of the slides (for watching on your mobile media device). Take advantage of your next commute, flight, business trip, lunch, or free hour in your schedule to view this webinar.
The webinar is led by an expert on client management best practices for accountants and focuses on:
- Everything you need to know in 60 minutes to best manage client relations and far exceed the expectations of your clients
- Easy-to-implement techniques and best practices that other leading accountants have found to be most successful for client management, including how to build a reputation for outstanding service through honesty, availability and responsiveness, how to make sure you know your client, how to keep clients apprised through newsletters or e-newsletters, the advantages of a client-centric versus a service-centric approach, how to cross-sell services to clients, how to assure client privacy and confidentiality, the advantages of website client portals and how to use them, and the newly emerging role of cloud computing in client management
- The 10 questions most asked by accountants with respect to how they can more effectively manage clients, and how to avoid the most common client management mistakes that can lead to loss of repeat business
- Case studies of other accountants who are widely perceived as experts in client management, what works best for them, and important lessons learned that you can immediately capitalize on
Praise for ExecSense Webinars:
“Well organized, well articulated, and easy to follow. The ExecSense webinar I attended was the best virtual learning experience I've had in quite some time.” – Brian K. Moore, HR Communications, Humana
“Dynamic, up-to-date resource...” – Tina Ferguson, CEO of Rapid Success Partners
“ExecSense webinars are convenient and on-point…an intelligent discussion on a very relevant subject.” – Meghan Wulff, Focus Management Group
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