UPDATING YOUR CLIENT & TEAM CLASSIFICATIONS. “How your clients and your team are impacting your firm during pandemic!”

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UPDATING YOUR CLIENT & TEAM CLASSIFICATIONS. “How your clients and your team are impacting your firm during pandemic!”

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Learning Objectives

Classifying your clients to enhance client experience and business performance
Classifying your team to enhance team performance and team morale
Gaining a better understanding of your clients and team to properly plan the future of your firm

Course Description

Whether we are talking about elite special operations units, winning professional sports teams or high-functioning business organizations, all high-performance teams share similar attributes. They have high levels of internal trust and accountability, navigate change more successfully and have resilient mindsets. They are more sustainable, have higher levels of engagement and therefore efficiency. High-performance business organizations operate under a clear mission narrative, have greater degrees of employee and customer satisfaction and retention, grow more quickly (and intelligently) and are more profitable.

In this webinar we examine the client attributes and the team attributes most relevant to your business performance. In this webinar we will cover :

Certain attributes should be considered in choosing which new clients to accept
How to leverage those attributes to increase the lifetime value of your clients.
Analyze key team attributes that yield the most productivity and agility in your business
Designing team-roles around those attributes.

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Sia Kal

Managing Partner, FY USA LLC

Sia is an internationally recognized Business Performance Coach who has been educating thousands of Accounting Firms on how to scale and reach impressive and sustainable results in their business. He has created and delivered hundreds of compelling professional courses and workshops, specifically designed to upgrade the business performance of accounting firms. Sia’s expertise is to enable accounting firms resolve issues that imped their ability to achieve success beyond expectations. His passion is to focus on morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

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

4.7

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1 Credit

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Subject Area

Business Mgmnt and Org

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UPDATING YOUR CLIENT & TEAM CLASSIFICATIONS. “How your clients and your team are impacting your firm during pandemic!”

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Sia Kal

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.7

Subject Area