CA Catalyst: How to grow your firm through effective client engagement and management strategies, processes and tools
Great client relationships are the key to growth for public practice firms, but how do you ensure those relationships are productive, profitable and sustainable?
This is not an academic program on client engagement 101. This is a practical program for firms to implement strategies and best practice processes to drive growth and strengthen client relationships immediately.
In this three-part learning event, you will learn the key components of effective client engagement, including practical tips to optimize existing client relationships through the client lifecycle and strategies to identify and link value creation opportunities to client needs.
You will also gain insights from our panel of experts from leading solution providers in this space. Each will provide client case studies showing how successful firms are using strategies and technology to engage with their clients.
Finally, you will receive useful tools and templates to use in your practice.
Learn how to develop and implement effective client management strategies, with practical advice from public practice experts. Check out our list of participating experts from solution providers below.
In this 60-minute webinar, facilitator Alan Fitzgerald will lead the panel through a discussion of their perspectives, experiences and advice on the best practices for managing and maximising client relationships.
The panel will answer questions from the live audience, and the key points will be made available to members in PDF form after the event.
Bonus for live attendees: 30-minute breakout session
Look at client management best practice and implementation advice in this live peer-to-peer roundtable session, led by subject experts. Share your existing knowledge, discuss how to overcome challenges, and look at how to enrich your client management systems. Available for live attendees only.
A hands-on masterclass where you will get the tools, strategies and techniques to build value right through the client engagement lifecycle. The topics include:
- Strategies to link client challenges and roadblocks to value-added services
- Proactively driving client engagement through 5 powerful meetings
- Setting up your client management system for efficiency and consistency across the firm
- Driving revenue creation opportunities through re-engagement of your existing clients
Tools and templates will be available after the session in the Resources Hub.
Case studies (pre-recorded)
Examine real-world examples of how four different firms are using tools and technology together to engage in productive, profitable relationships. These videos and accompanying resources will be sent to you directly.
Co-founder and Director of Sales at The Gap.
Mark has over 20 years in Public Practice, but in 2014 sold his own firm so that he could focus on his true passion - helping accountants to accelerate small business success.
The Gap enables accountants and bookkeepers to fulfil their true purpose; helping clients achieve their business and personal goals. The Gap provide firms with end to end systemised Business Development products that they can leverage across a wide cross section of their clients, along with the training and mindset resources they need to reinvent their role.
Topic: Business Mindset, Member Regional Events, People & Leadership
Sub-Topic: Future of Business, Member Event, Personal Effectiveness, Talent Management
Format: Recorded Webinar
Proficiency Level: All
CPD: Upto 3.5 hours