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Surgent's Max the Tax: Client Retention (Z1-MT12-2024-01-SSDL)

50 Minutes
On demand - Audio

On Demand - Audio

1 CPE Credits in MT

OVERVIEW

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.

DESIGNED FOR

CPAs in industry and public accounting who want to understand the importance of fostering client relationships

BENEFITS

  • Understand the importance of client retention
  • Implement effective client retention strategies

HIGHLIGHTS

  • Importance of client retention
  • Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback
  • Developing effective client retention strategies
  • Fostering client loyalty
  • Handling client complaints and issues through effective complaint resolution

COURSE LEVEL

Basic

PREREQUISITES

None

PRICING

$49.00 - Member

$69.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent