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Credits: 2
Qualifies For: CPE
Instructor(s): Jason Cornell, Esq.
(All Times Eastern)
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CPE
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships
None
Unlimited access to ALL live CPE webinars, including premium courses
Unlimited 24/7 access to on-demand webcasts and self-study PDF courses
Includes select gamified CPE courses from Surgent Interactive
Access for a year from date of purchase
Auto-renew locks in your price for next year (can cancel any time)
Does NOT include select+ courses
$899
Unlimited access to all non-premium live CPE webinars
Includes 1, 2, 3, 4 and 8 CPE sessions
Access for a year from purchase date
Provides online grading & CPE certificates by email
Does NOT include Premium courses and select* courses
$749
Unlimited 24/7 access to 250+ downloadable PDF courses
Courses range from 1-20 credits
Does NOT include Premium courses and select^ courses
$549
+Excludes: ETDE, AFTR, ETTX, Certification Courses, and select Surgent Interactive games (MTT2, MTT4, MTT5, MTT6, MTT7, SAU1, SAU2, SAU4, SAU5, SAU6, BDV1, and RPA1)
*Excludes Premium Webinars & Ethics for Delaware (ETDE)
^Excludes: ETDE, ETTX, AFTR, Certificate Courses, and Interactive Games
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