Positive, productive client relationships are a key component of all successful practices. Taking proactive steps to lead and develop these relationships can significantly affect your practice’s bottom line.

Join Dorothy Crosby for this two session series covering two keys areas where being proactive can lead to greater client satisfaction and improved client retention.

Date: Wednesday 31 March,
Time: 12noon to 1.30pm (AEDT)
Topic: Taking the Lead in your Client Relationships

Date: Wednesday 28 April,
Time: 12noon to 1.30pm (AEDT)
Topic: Introducing New Services to your Clients

A comprehensive set of course notes and accompanying PowerPoint slides will be provided for each session.

Attend both sessions for a comprehensive overview, or attend the individual session of most relevance to you.

Who Should Attend?
Anyone in your accounting firm who is directly involved in the client relationship, especially senior accountants, financial planners and partners.

This series includes the following sessions

Proactive Practice Strategies series - Session 1

Taking the Lead in your Client Relationships

Proactive Practice Strategies series - Session 2

Introducing New Services to your Clients