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Surgent's Engagement and Client Retention Best Practices

 Various
 
2.0
Registration is Open
Member Price
$119.00 Regular Registration
Your Price
$125.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/09/2025 from 3:00 pm to 5:00 pm
 Tue, 08/26/2025 from 2:00 pm to 4:00 pm
 Wed, 09/10/2025 from 2:00 pm to 4:00 pm
 Wed, 10/08/2025 from 2:00 pm to 4:00 pm
 Fri, 11/07/2025 from 2:00 pm to 4:00 pm
 Thu, 12/11/2025 from 1:00 pm to 3:00 pm
 Wed, 01/07/2026 from 10:00 am to 12:00 pm
 Wed, 02/18/2026 from 2:00 pm to 4:00 pm
 Wed, 03/11/2026 from 1:00 pm to 3:00 pm
 Wed, 04/22/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

Accounting and finance professionals seeking to understand how to engage and retain clients

Prerequisite:

None

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.

Delivery Method: Individual webcast
CPE Credit: Business management & organization, Communications & marketing
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Create and implement a client retention strategy
  • Create content to educate clients
  • Track customer retention metrics
  • Leverage employee engagement with clients
  • Map your customer journey
  • Understand the role of technology in improving client retention

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.