Fostering Extraordinary Client Engagement in the New Economy

Christopher Salem

CRS Group Holdings, LLC

Friday, January 22, 2021 | 11:00 AM EST

  • CPA Canada
  • CPA

2 CPE | 2 CPD


Subject Area

Communications & Marketing

Webinar Qualifies For

0.5 CPE credit of Communication and Marketing for all CPAs

0.5 CPD credit (Verifiable) for Canadian CPAs

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Disruption in the economy is a key driver of change for businesses. Addressing change starts with your business's core values and then leading by example at all levels within your business and with clients. 

A steady and consistent client flow is more important than ever as practitioners rebuild and establish new ways to serve their clientele. Many accountants are reporting real suffering with their (lack of) client flow and are desperately seeking answers for how they can break through the economic challenges bounce back with record-breaking monthly profits and new clients.

Knowing each other's roles and duties along with the ability to relate and understand your clients in terms of communication is vitally important to foster engagement as part of the process over time. It is about leveraging the strengths of your business along with aligning your core values to your customers from within. This leads to developing engagement to interdependently grow together and serve customers at a deeper level.

Learning Objectives

  • Learn the importance of core values for expanding higher engagement with clients that lead to referrals
  • Learn the five most effective ways to foster engagement with clients
  • Learn marketing ideas to implement for client engagement

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers