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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Trusted Client Adviser WorkshopCOURSE ID: TCA
DESCRIPTION

No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice. This workshop is a combination of live presentation, video, workbook and role plays. Facilitated by practitioners currently using the process in their own firms, the workshop will provide practical guidance and real-life examples on how to implement this service model.

DESIGNED FOR: Sole practitioners, CPAs, and partners in small to midsize firms and staff looking to take on more leadership rolesFIELD OF STUDY: Business Mgmt & OrganizationLEVEL: IntermediatePREREQUISITES: Knowledge and experience with providing client servicesCOURSE PRODUCER: AICPACREDITS: 8.0OBJECTIVES:
  • Understand the changing professional landscape and the need for increased client service.
  • Knowledgeably and confidently articulate your ideas and present yourself to clients.
  • Engage in client need assessment discussions and get to the source of what keeps your clients awake at night.
  • Think beyond core accounting services and consider holistic, strategic and proactive advice and ideas.
  • Enhance your firm's atmosphere and cohesion.
HIGHLIGHTS:

• Current professional trends • Understanding, articulating and pricing value • Engaging in thought provoking conversations utilizing specific listening and questioning techniques • Preparing for and conducting an initial client consultation and client proposal meeting

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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