Passionate about YOUR success.
youtube-color
twitter
instagram (1)
facebook
linkedin

Sign Up
Login
COVID-19 Updates
Shop for Course

The Soft Skills Needed to Become a Cherished Adviser

Creating long-lasting client relationships is a key to becoming a cherished adviser. This webcast explores how.

Login to see prices
SKU: 8198 Categories: ,

Description

Creating long-lasting client relationships is a key to becoming a cherished adviser. This webcast explores how.

NASBA Field of Study: Personal Development
Level: Basic
Prerequisites: Base understanding of cloud technology
Access: This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Date: Jun 21, 2021 (10pm – 11pm UTC +03)
Duration: 1h

Key Topics

  • Understanding what clients want and need
  • Overcoming the fear of technology and disruption
  • Defining cherished adviser
  • Learning soft skills to become a cherished adviser
  • Mentoring your team to become advisers
  • How to build additional value beyond accounting
  • The tools to utilize to become a thought leader in your selected niche – Delivering engagements in different ways
  • Creating a customer experience in your firm
  • Developing a sales process
  • Ongoing customer relationship management
  • Evaluating clients’ happiness
  • Creating contented staff and happy teams

Learning Outcomes

  • Recognize what clients want
  • Identify the soft skills needed to create better relationships with your clients and grow new service lines
  • Indicate ways to build additional value beyond accounting for your clients
  • Identify sales and marketing techniques

Who Will Benefit

  • Accountants and finance professionals, senior level associates, management. partners, firm owners

Speakers

Amy Vetter
CPA/CITP, CGMA
Amy is the CEO of The B3 Method® Institute and Drishtiq Yoga, a top inspirational keynote speaker, corporate board member, author and host of the podcast Breaking Beliefs. As a CPA and Yogi who specializes in technology innovation, Amy is a motivational and inspiring speaker. She provides a refreshingly new perspective that inspires and guides professionals on how to transform their careers and lives.

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.

Related products

Product categories
Working Hours
  • Monday9am - 5pm
  • Tuesday9am - 5pm
  • Wednesday9am - 5pm
  • Thursday9am - 5pm
  • FridayClosed
  • SaturdayClosed
  • Sunday9am - 5pm
Privacy Policy
COVID-19 Updates
Terms & Conditions

© 2020 mynestor Management Consultancy W.L.L All Rights Reserved

Terms and Conditions