Description
Amazing Client Service Outcomes by Optimising Your People and Processes
In this session, we will explore why client service is pivotal to success in the accounting industry. You will learn how to embed a client service-first culture into your business by defining your vision and values, communicating standards, empowering staff, measuring performance, and acting on feedback. We will delve into understanding how to structure your business by assessing staffing needs, recruiting and retaining talent, developing staff potential, creating a positive environment, and managing people issues effectively. Additionally, we will focus on client-centric processes by identifying and improving core business functions, leveraging technology, and continuously updating processes to meet changing client needs. By the conclusion of this session, you will be equipped to achieve outstanding client service outcomes through optimised people and processes.
Don’t miss this opportunity to learn from one of the industry’s best.
Register now to secure your spot in this transformative series!
$99+GST (members) | $132+GST (non- members)
All Three Parts: $276+GST (members) | $368+GST (non- members)
TPB CPD Hours: 1 hour | Â Legislated CPD Hours: 1 hour in client care and practice
Presented by:
Dean Holmes
Dean invests in and coaches Financial Advice Businesses. He is the founder of Absolute Wealth Advisers, The Wealth Network and TWN Capital. After trials, errors, mistakes, and lawyers – the last 15 years has taught him the power of slowing down, planning, and frankly executing less, but importantly finishing projects to a high standard. Dean is not a suggester, he partners with business owners over the long term, often with skin in the game, to build and execute their business vision. As a leading mentor in the financial advice industry, Dean brings his wealth of experience and expertise to guide you through these crucial aspects of business success. His hands-on approach and commitment to excellence ensure that attendees will leave with practical insights and actionable strategies to enhance their client service, pricing, and productivity.
