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

Prerequisites

None


Provider
Business Learning Institute

CPE Credits
0.5

Level
Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or team@blionline.org
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