Jennifer Wilson will facilitate the following session at the NextGen 2019 Conference on May 16th, 2019 in San Diego, CA:
Developing Innovative Client Solutions to Make a Bigger Difference
Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients.
In this session, we’ll:
- Analyze the mindset shifts and behavioral changes needed to shift from compliance to consultant
- Discuss ways to run client service team meetings that allow you to identify methods for understanding the needs and drivers within clients and match those with your firm’s services
- Explore two strategies for deepening client relationships
- Discuss differentiating your firm by solving clients’ problems and making a bigger difference in their organization and in their lives
Leave this session with practical and innovative client service ideas that will ensure your clients look to you and your firm for services for years to come!
This is a closed event for CPAmerica members only. Click here to learn more.