Making Rain – Improving Success with Retaining Clients and Attracting Prospects 2 Credits
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In today’s competitive landscape, retaining clients while attracting new ones requires a balance of relationship-building and strategic differentiation.
This webinar focuses on how firms can continuously market their services to maintain and grow their client base by emphasizing personalized service and leveraging the experience of their partners. It explores various client service levels—traditional, intermediate, and advanced—and how each can meet specific client expectations. This CPE Course will also analyze the critical stages of the marketing process, from creating awareness to closing the sale, while discussing the importance of handling objections empathetically and addressing concerns before they become barriers.
Key topics covered:
Join this CPE Course by Jennifer Louis, it will equip you with actionable insights into client retention strategies, revenue-building, and ways to personalize your services for a more significant impact.
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 2 CPD | Eligible |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Business Management for Associate Professional in Talent Development (APTD) | 2 Points | Eligible |
| Business Management for Certified Professional in Talent Development (CPTD) | 2 Points | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 2 CPD | Eligible |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Business Management for Associate Professional in Talent Development (APTD) | 2 Points | Eligible |
| Business Management for Certified Professional in Talent Development (CPTD) | 2 Points | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 2 CPD | Eligible |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Business Management for Associate Professional in Talent Development (APTD) | 2 Points | Eligible |
| Business Management for Certified Professional in Talent Development (CPTD) | 2 Points | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 2 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Business Management for Associate Professional in Talent Development (APTD) | 2 Points | Eligible |
| Business Management for Certified Professional in Talent Development (CPTD) | 2 Points | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JH
Great overall summary. This is a good refresher, reminder, introduction for anyone.
KS
Great Webinar
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