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AICPA Practitioners Symposium and Tech+ Conference 2014


Getting and Keeping the Clients You Want...From Marketing to On- Boarding to Walking the Plank


Jun 10, 2014 10:00am ‐ Jun 10, 2014 11:15am

Standard: $29.00

Description

What are the best practices for getting and keeping the clients you want — and getting rid of those you don’t? Get the tools necessary to implement targeted marketing strategies, create processes and procedures for successful client on-boarding and dismiss those clients who need to walk the plank.

Speaker(s):

  • William R. Pirolli, CPA, CGMA, CFF, PFS, Partner, DiSanto Priest & Co,CPA's
  • Jamie Thomas, National Director | BD & Marketing Learning and Knowledge Management Leader, BDO USA, LLP

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