Webcast: Clients for Life: Retain Your Top Clients to Maximize Business Growth (XCCLRY17)
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Everyone has a goal: to achieve more, do better or to grow. However, most professionals find themselves going through repetitive, unsatisfactory processes that counteract these goals. Getting out of that rut with successful outcomes requires carefully designing procedures to reach the desired result. Understand intentions, what clients want and why failure to achieve optimal results occurs. Explore the insights, processes and mindset that is statistically meaningful to produce more of the optima

 Export to Your Calendar 8/10/2017
When: 08/10/2017
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4172926B
United States
Presenter: Scott B. Gordon, Esq.


Online registration is available until: 8/8/2017
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Acronym XCCLRY17
CPE 8 hours
Vendor CalCPA
Category
Management
Level Beginning
Prerequisite None
Adv Prep None
Yellow Book? No
Designed for CPAs, attorneys, professional advisers and practitioners who represent clients or engage with clients for professional services.
Registration
Member $245
CPA Non-Member $375

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Everyone has a goal: to achieve more, do better or to grow. However, most professionals find themselves going through repetitive, unsatisfactory processes that counteract these goals. Getting out of that rut with successful outcomes requires carefully designing procedures to reach the desired result. Understand intentions, what clients want and why failure to achieve optimal results occurs. Explore the insights, processes and mindset that is statistically meaningful to produce more of the optimal relationships we hope to make. Additionally, learn what, when and how to apply effective practice management, communication and team optimization techniques to achieve favorable results.

Materials are provided as an ebook.

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.

Major Topics

  • 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