Course ID: POD-BCR

PODCAST: Building Client Relationships – Edward Mendlowitz

Podcast host Peter Margaritis, CPA, CGMA, MAc, interviews Edward Mendlowitz, CPA, ABV, PFS, a partner in the accounting firm of WithumSmith + Brown. During this conversation, a variety of tips and techniques on building client relationships are discussed along with ways to increase retention of your people.

Learning Objectives
  • List tactics for building a stronger professional network
  • Identify ways to elicit ideas (even crazy ones) from your team

Major Topics
  • Networking
  • Referrals
  • Cost of acquiring new clients versus nurturing your current client base.
  • Creativity

Who Should Attend

Practitioners, auditors, analysts, firm administrators, and finance professionals

Fields of Study
Communications and Marketing



Business Learning Institute

CPE Credits


This course is available for your group as:


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