Our upcoming webinar is about “The 21st Century Client – What Do They Really Want?” facilitated by Dale Crosby, the Director of ‘CPD for Accountants‘ an eLearning platform that specialises in professional development for accountants, administrators and advisors in public practice.
With decreasing customer loyalty and increasing importance of service levels, many professional firms are left with a business that struggles to meet the needs of their clients.
A ‘good’ level of service is no longer sufficient to create and sustain strong client relationships.
What do progressive accounting and advisory firms have to do to meet the needs of their clients?
Key points covered include:
• How AI and data analytics is changing the relationship with clients
• The psychology of managing client expectations proactively
• How to deliver a VIP guest experience and encourage client loyalty
• Using the concept of ‘Client Concierge’ to drive client engagement
• How to reframe the client relationship in the 21st Century
Date: 23rd August 2023
Time: 11am to 12pm Sydney time
Register for this online webinar here.
Follow the link on your Registration confirmation Email.
About Dale Crosby:
Dale is Director and Senior Advisor with High Tech Soft Touch Pty Ltd and Merge Assist Pty Ltd. His eLearning platform CPD for Accountants provides a range of structured self-paced online learning programs for administrators, accountants, managers, partners and principals of accounting and advisory firms.
Dale has been working closely with accounting firms throughout Australia and New Zealand for the past 20 years. He is passionate about helping various stakeholders of accounting firms to really engage with their work, their clients and their people with focus on the development and integration of advisory services and transitional strategies to maximise the ‘value of the deal’ for firms involved in M&A.
Prithvi (PK) Kharabanda,
Business Development Manager,