Unlocking Success: A 3-Part Series- All Parts (webinar recording)

$368.00 Excl. GST

SKU: US2024R Category:

Description

Part 1: 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.

Part 2: Pricing for Professional Services in 2025

In this session, we will explore why pricing is crucial for the profitability and sustainability of your business. You will receive an overview of common pricing models (hourly, fixed, value-based, subscription) and learn how to choose the best one for your services and clients. We will discuss the challenges of hourly billing, benefits of alternative models, and strategies for transitioning and negotiating pricing with clients. Furthermore, we will examine how to stay ahead by adapting and innovating your pricing strategy in response to technology, competition, and client expectations. By the end of this session, you will be equipped with strategies to price your professional services effectively for 2025 and beyond.

Part 3: Productive Focus and Time Management 

In this session, we will appreciate the essential skills of productivity, focus, and time management for accounting professionals. You will identify sources of distraction, implement strategies to overcome them, and adopt habits to boost productivity. We will navigate the challenges of office environments with techniques to improve focus and create a productive office culture. You will master effective time management by planning, organising, prioritising, and delegating tasks. By the conclusion of this session, you will achieve more with less stress by mastering productivity, focus, and time management.

 

Don’t miss this opportunity to learn from one of the industry’s best.
Register now to secure your spot in this transformative series!

All Three Parts: $276+GST (members) | $368+GST (non- members)

TPB CPD Hours: 3 hours

Legislated CPD Hours: Part 1- 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.