With the advancement of new technologies, an increasing number of firms have begun offering client accounting services (CAS) to their clients. In the June 14, 2021 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss effective talent management strategies and the benefits of client account services for your firm. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
Summer leadership development opportunities are now open!
Develop your skills and confidence as a rainmaker, including identifying the right clients to pursue, in our Rainmaker Development Program® (RDP) or discover strategies to expand your service offering and increase client value with an advisory mindset with the Client Advisor Program™ (CAP). In both programs, we'll discuss ways to create capacity for yourself as you elevate in these roles.
Don't miss out on opportunities to grow as a leader this summer! Space is limited- register now!
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