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Clients for Life: Retain Your Top Clients to Maximize Business Growth (CALCPA)
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Everyone has a goal: to achieve more, do better or to grow. Explore the insights, processes and mindset that is statistically meaningful to produce more of the optimal relationships we hope to make. This course helps professionals to overcome repetitive, unsatisfactory processes that counteract these goals. Obtaining successful outcomes requires carefully designed procedures to reach the desired result. Understand intentions, what clients want and why failure to achieve optimal results occurs.

 Export to Your Calendar 6/4/2018
When: 8:30 AM
Where: UACPA Training Room
136 S Main Street, Suite 510
Salt Lake City, Utah 
United States
Contact: April Deneault
8018346634


Online registration is available until: 6/4/2018
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Curriculums:   Management Marketing and Practice Development,Young and Emerging Professionals,Networking,Ethics

NASBA Credit Category: Business Management and Organization

CPE Hours:  8

Description

Everyone has a goal: to achieve more, do better or to grow. Explore the insights, processes and mindset that is statistically meaningful to produce more of the optimal relationships we hope to make.
This course helps professionals to overcome repetitive, unsatisfactory processes that counteract these goals. Obtaining successful outcomes requires carefully designed procedures to reach the desired result. Understand intentions, what clients want and why failure to achieve optimal results occurs. Additionally, learn what, when and how to apply effective practice management, communication and team optimization techniques to achieve favorable results.



Major Subjects

    Practice management techniques, style, methods and application
    Psychology of persuasion: what works and what kills
    Decision-making process dialogue: transparency in achieving ethical and long-term results
    Psychology tools relevant in every meeting and why they matter
    Client engagement tools, techniques and resources
    Access to 100 reference books and materials useful to improve our awareness and skillful execution
    Effectively using questions to guide the development of a successful relationship
    Differentiate the value-added delivery that others fail to even notice
    Be the ideal pro or be the cheapest price


 

Objectives

  •  Identify 21 laws of success and how you are typically the impediment in gaining the trust of others.
  • Determine management tools for effective team coordination, psychology of the sale and how to optimize results for your team and clients.
  • Recognize bad-faith competition and how unethical behaviors and clients can influence your brand.
  • Determine time and priority management techniques.
  • Identify strategies to gain trust early, develop reliability and credibility.



Level: Intermediate

Designed For

CPAs, attorneys, professional advisers and practitioners.

Advanced Prep:

None

Prerequisite

None

 

Price:

UACPA Members $100

Nonmembers: $150

 

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