Surgent's Engagement and Client Retention Best Practices

Overview

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.

This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm’s profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.

Course Instructor: Jason Cornell, Esq.

Highlights

Managing client expectations
How automation improves client engagement
Understanding the role of feedback systems
Seeking referrals
Building client loyalty
Customer retention marketing
Expanding services offered to clients
Knowing when it is appropriate to enter new markets

Prerequisites

None

Designed For

Accounting and finance professionals seeking to understand how to engage and retain clients

Objectives

Create and implement a client retention strategy
Create content to educate clients
Track customer retention metrics
Leverage employee engagement with clients
Map your customer journey
Understand the role of technology in improving client retention

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.