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FVC2307
Which Hat Am I Wearing - The Psychology of Client Management
Date
November 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA Forensic & Valuation Services Conference
As experts, we are responsible for complex accounting analyses , but we often find ourselves in a position of managing the human and emotional element of a stressful situation. We are more than just accounting experts, we are educators, process managers, anxiety counselors and objective truth-sayers. This session will discuss how to deal with difficult clients, navigate challenging situations and successfully manage client expectations, all while responding to case needs and meeting deadlines.
Learning Objectives
- Identify reasonable and appropriate responses in a variety of difficult client situations, and learn how and when to deliver them
- Analyze a variety of tips and tricks of how to successfully manage client expectations including topics such as communications, billing and payment, and timing of deliverables
- Distinguish the difference between managing difficult clients and the need to relieve a clients anxieties that are driven by a stressful situation
Speakers
Jolene Fraser, CPA, CFF, CFE
Managing Director, Eisner Advisory Group LLC
Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE
Partner, Eisner Advisory Group, LLC
General
Session Categories
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