Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences. By building a strong team who understand their roles in owning the client experience, CPAs can become better business advisors and deliver more value. Add client-centric technology to the formula and you can create a brand differentiated position in your market.
In this session, you’ll learn
What leading firms in the industry are doing to become better advisory organizations
Ways to build systematic approaches & best practices to attract and retain clients
This session will include table break-outs that encourage attendees to identify next steps and overcome hurdles of becoming stronger advisory organizations.
Principal, Director of Client Experience,