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| | | Focus on the client: Developing a client-centered firm May 08, 2017 | 2 PM ET/11 AM PT | | | Attracting and retaining clients is consistently a top concern for accounting firms. A steady churn of clients means that even firms looking to maintain the status quo must make an effort to keep clients satisfied and find new business. | | Join Wolters Kluwer Product Manager Samantha Grovenstein-Deal and Charlie Burns of Reid, Hanna, Johnson & Company, as they discuss how firms can leverage technology to become more client-centered. Topics will include: - Making room for profitable clients
- How to embrace your role as a client advisor
- Getting to know your clients and their preferences
- Learning to speak your clients’ language
| | Firm leaders should never lose sight of what truly powers the firm: Its clients. Find out how to leverage technology to serve clients better. | | Who should attend?: Professional firms |
Register Now | | Samantha Grovenstein-Deal Technical Product Manager, Firm Management Solutions Wolters Kluwer (Speaker)
| | Charlie J. Burns, CPA Partner Reid, Hanna, Johnson & Co. CPAs LLC (Speaker) | |
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| | | | CPE Credit is being offered for this webinar.
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. | |
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