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Client Advisory Boards - An Easy System to Recruit and Retain Great Clients

Date
June 8, 2010

The PCPS 2009 CPA Firm Top Issues Survey revealed that client retention was the #1 issue for firms of all sizes within the profession.
The economy has certainly had an impact on how clients view CPA services. The service model for attracting and retaining clients has certainly changed from just two years ago. A Client Advisory Board (CAB) can be an extremely powerful tool to help you retain current clients and attract new ones. CABs enable firms to hear directly from their clients about how they are fulfilling client expectations and how the firm can improve, cross sell and add to its service offerings. In this session you will learn:
· Different methods to conducting a client advisory board
· How to get started with a client advisory board system
· Proper inquiry techniques to get the most out of your client advisory board
· How to gain the perspective of your clients before your competitors do!

Speaker

Speaker Image for Mark Koziel
President and CEO, Allinial Global

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