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PRA2313
Building Your Client Experience
Date
June 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
Your firm’s brand is more than a pretty logo and mission statement. Living your brand requires an understanding of who you are, where you came from, where you’re going, how you want to get there, and what you want people to feel when they cross paths with your firm and its people. In this session, we will explore how to bring your brand to life, show you how to articulate and create client experience standards, and talk about how to develop an onboarding process for your firm.
Learning Objectives
- Reognize what it means to live a brand
- Identify client experience standards
- Recall how to develop a client onboarding process
Speaker
President and Founder, Inovautus Consulting
General
Session Categories
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