by Priscilia Farantika | Jan 9, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify and consider how the administrative team can best contribute to client communication and engagement. Learner Reflection I have...
by Priscilia Farantika | Dec 14, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to critically review 7 key steps for maximising the value of your input at client board meetings. Which of these do you do well? Do you feel that your...
by Priscilia Farantika | Dec 5, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to explore their firm’s approach to client care. What is working well? What could be improved? Learner Reflection Client care is something I believe...
by Priscilia Farantika | Nov 30, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to develop a checklist for the development and presentation of a proposal for a Virtual CFO Client. Be sure to incorporate (a) an initial needs assessment,...
by Priscilia Farantika | Nov 21, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a sole practitioner in public practice, to identify the top 3 issues that they have in managing client relationships. What steps could they take to address these issues? Learner...
