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Smartcenter
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Obedience

CLIENT OBEDIENCE TRAINING: GETTING YOUR CLIENTS TO DO WHAT YOU WANT EVERY TIME

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 2, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

No your clients aren’t dogs, they are you greatest asset. Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done.

To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship.

This course will discuss how to be that leader in the relationship with your clients so that you and your clients can thrive.

You’ll receive tangible methods for how to be in control without causing stress and tension and in fact, relieving it.

We believe the tax business is the best professional services business in the world. Running a profitable and exciting tax business doesn’t have to be hard. We hope you join us for this exciting webinar and put into practice what you learn!

Learning Objectives

  • How to define your role with clients

  • How to set personal/professional boundaries

  • How to create the frame work for “obedience”

  • How to get client relationships “right” from the start

  • How to teach an “old dog” new tricks!

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

William Hamilton

SmartPath
Founder
[email protected]

Smartpath logo

Will is a huge Lakers fan and lover of technology.  He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.

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Chris Basom

SmartCenter
Co-Founder
[email protected]
(800) 926-5905

Smartcenter

Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.

About Our Presenter

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.