CPD 1 hours 10/12/2024 Webinar Online

Delivering client advice and managing client complaints - AU

This session will look at the issues of managing potential client complaints whilst delivering client advice.

$72.73

non-member : $90.91

Description

The session aims to examine tools and techniques to manage in a systematic way good client relationship complaint management with a view to reducing business risk and stress and improving client satisfaction and self-responsibility. The speaker will provide tools and identify ATO templates that will enhance client communication. Participants will learn about:

  • liability shifting, which in fact is simply the client taking personal responsibility
  • Strategies for early dealing with potential complaints will be discussed
  • Identify the early stages of a complaint, and how to act before it becomes ‘official’
  • Know what is a complaint that creates risk for them 
  • Understand when to act and when to be quiet 
  • Create complaint risk management strategies 
  • Direct clients in a practical way.

Agenda

Presenter

Pricing