Fostering Extraordinary Client Engagement in the New Economy

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Fostering Extraordinary Client Engagement in the New Economy

Reviewed

November, 2023

Christopher Salem

Learning Objectives

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

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.

Overview

Core values the foundation for client engagement in the new economy

4 mins
Four common core values for client engagement

7 mins
Example of core values

30 mins
What is a trusted advisor?

44 mins
content platforms to build your influence strategy

68 mins
Five effective ways to foster client engagement

86 mins

Webinar Qualifies For

2 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
2 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Business Communication for CPA in Canada
2 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
2 PDC Credit of Communication for SHRM Professionals (Approval No. 24-572A5)
2 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649688)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Oral and written communications for Certified Government Financial Manager (CGFM)
2 CPD Credit for Chartered Accountant - ICAEW
2 PDU Credit of Power Skills for Project Management Professional (PMP)
2 CE Credit of Communication for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results. He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel. Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

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Margo Amrein, CPA (US)

good content

2 Credits

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Subject Area

Communications and Marketing

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Fostering Extraordinary Client Engagement in the New Economy

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Christopher Salem

Other Details

Additional Information

2 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Margo Amrein, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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