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

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

FIELD OF STUDY
Communications and Marketing

PREREQUISITES
None

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
0.5

LEVEL
Basic

This course is available for your group as:

On-Demand
 

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