Personal Development and Wellbeing
Date: 22nd April 2026
Time: 1:00pm - 2:00pm
CPD hours: 1 hour
Non member: £250.00 + VAT
Presenter
Fi Titus
Using feedback from firms, market research and first-hand experience, this course will look at ways firms can stand out from their peers without spending too much money or time.
Understanding clients’ needs – what do they think is good service?
Onboarding – building a client relationship from the outset
Nurturing your best clients – keeping them informed and engaged
Building communities of like-minded entrepreneurs
Releasing your team to take the client care lead
Developing more referrals from happy clients
Leveraging your social media presence
Giving the best in-person impression
How technology can help give your clients a personalised experience
This webinar is suitable for anyone working in an accountancy practice that has regular client contact, and in particular those that manage a client portfolio.
What's Included
