Content Provider
Smartcenter
Handout Materials
Presentation Slides
Additional Materials
Engagement Agreement Sample
Mutual Commitments Worksheet
Mutual Commitments Agreement Sample
ID Your Why Worksheet - Blank
ID Your Why Worksheet - Example
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
Co-Founder
w.hamilton@getsmartcenter.com
9493509595

Smartpath

William Hamilton is the co-founder of SmartPath. He has pioneered modern growth and retirement strategies with 1,000+ small firm owners across the country over the last 10 years.

Linkedin

Chris Basom

SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(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.