How your client relationships are constructed can no longer be viewed as only impacting the back office. The way in which you construct your client relationships will either be an impediment to being in front of future trends, or an accelerator to transformation as you serve your clients.
In this course we will evaluate the pain points of legacy client relationships – looking at how they are typically constructed and the issues that presents in today’s environment. An alternative construct of relationships aimed at solving these pain points with an eye on future trends will be presented, along with a high level pathway to implementation.
Members of accounting firms who sell services, and/or manage relationships.
|Experience establishing new client relationships|