Client Service - The Loyalty Loop

Objectives

NEVER has every person in a firm been able to tell me - without thought or hesitation - the answer to the question “What do most clients care about most of the time when dealing with their accountant?”. 

In this session we will look at ways to answer that question, and then how to interpret and respond to the answer.

Key topics

• Understanding clients’ needs
• Client Satisfaction Surveys – setting and managing client expectations
• New ways to make existing clients more profitable
• Nurturing our best clients
• Creating time to improve returns from better clients
• Building client loyalty and creating a higher quality client base
• Developing more referrals from happy clients
• Action planning

Who should attend

Every person at the firm that is client facing.