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Course Details

Outstanding Client Service: 10 Key Ways To Create Client Satisfaction And Get Referrals

About This Course:
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients.

In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.

Agenda / Covered Topics
  • Build trust and rapport with your clients, co-workers, and others
  • Negotiate more effectively by using advanced persuasion techniques
  • Stand out as a professional in a way that leads to increased success, satisfaction and referrals
  • Know specific referral strategies that are highly effective
  • Communicate more powerfully with clients and other CPA's by understanding human behavior
  • How to judge if your communication is effective in motivating someone
  • How to get someone to really hear you and how to really hear what someone else is "not saying"
  • How to communicate so that someone will happily do what you want
  • How to create trust and get people to like working with you – inside and outside the firm
  • The 3 most important keys for getting someone to feel rapport with you
  • Why rapport is so important, and how to use it to profit in your work
  • How to quickly solve problems with people once you have their rapport
  • Secret techniques that super-successful communicators use
  • How to persuade people without them knowing they are being persuaded
  • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities"
  • The three most important keys all successful communicators use
  • How outstanding service can lead to more promotions and/or client development
  • The art of getting more referrals and turning referrals into clients
  • Why great service is better for your business in the long run
  • How to know what’s most important to your client or boss—so you can focus on that
Included Materials

All ACPEN courses include handouts that are available to download. Handouts typically include a version of the slides used by the presenter, as well as a full course manual or other materials.

How To Access Your Course And The Accompanying Materials

You will receive an email directly from ACPEN with instructions for accessing your course and any accompanying materials.

How To Get Your CPE Credits

In order to obtain CPE credit for viewing ACPEN webcasts, you must view the course during the scheduled date and time. Throughout the program, you will be prompted to save three attendance codes per hour. At the conclusion of the program, your CPE Certificate will be issued assuming all attendance codes have been saved and submitted. Detailed instructions for this process are included in the course introduction and in written form as part of course materials.
Course Details
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