The Single Client Relationship: Foundation for Acting on Future Trends
Description
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.
Learning Objectives
Recognize shortfalls in your current client relationship structure
Identify your opportunity for change in client relationships
Define what your new client relationships will look like
Major Topics
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.
Provider
Business Learning Institute
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Business Management & Organization
2
Who Should Attend
Members of accounting firms who sell services, and/or manage relationships.
