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Free cpe webinars
Attracting and Retaining Premium Clients

ATTRACTING AND RETAINING PREMIUM CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Firms who make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients. The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. 

Heightened competition and the modernization of client needs have challenged bookkeepers to find new and innovative ways to stand out from the crowd. In addition to competition, it isn’t enough anymore to simply use email plus a portal—your Millennial and Gen Z clients expect a seamless experience without having to step out of their day to get you what you need. Many don’t own a printer or a scanner, so it’s imperative that you give these busy mobile clients a solution that works for them, AND for you.

Come and learn in this session how making a few simple changes in how you communicate with clients can make a HUGE difference in your ability to attract and retain the clients that you really want to work with—the premium clients who abide by your rules, understand the need for security, and most importantly, view you as a key part of their success team. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive. 

Key topics covered in this webinar:


  • What are clients looking for when they select a firm today? 

  • How can you create an overall client experience that is convenient and predictable? 

  • How do you choose the right technology? 


Learning Objectives:


  • Identify key factors involved in client response rates 

  • Evaluate how easy your firm is to work with, compared to other firms of similar size 

  • Recognize an easy and affordable way to get clients to respond quickly to requests 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alison Ball

Liscio
Director of Marketing and Influencer Strategy
[email protected]

Lisciologo

Creating and leading results-driven influencer-based content marketing programs, ambassador programs, and UGC acceleration programs takes both art and science. The art is to keep the humans happy, while the science is in the strategy, sequencing, and measurement.

Alison has spent her career developing innovative ways to create brand magic via influencer programs that seamlessly meld art and science together. Influencers, brand advocates, and expert content creators are highly effective ways to tell your marketing story. Under her leadership, Intuit experienced an exponential increase in top-of-funnel reach and engagement globally, all driven by engaged influential product experts and user-generated content.

Alison's strengths include top-notch communication and collaboration skills plus years of experience developing, testing, and creating strategies to collaborate with and help influencers engage with a brand. She is also a leading expert in developing winning strategies for creating mutually beneficial relationships with a brand’s best content creators and have taught these techniques to teams across the world.

Additional strengths include: Content marketing strategy, social media marketing strategy, influencer relationship management, small business empathy, inventing and launching ambassador or loyalty programs, creating world-class conference tracks, accounting, brainstorming, and turning detractors into promoters.

About Our Presenter

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.