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World-Class Strategies for Picking the Right Clients (2016)

February 18, 2016

Learn the mechanics behind building a client base you'll love working with

As an accountant or bookkeeper, you want to work with the best clients, those that value your work and expertise. But, it can be hard to wade through the challenging clients to find the gems.

This webinar features advice from accountants and bookkeepers who've worked with challenging clients, created and tested successful discovery processes and are nailing client management.

In this webinar, you'll learn to:

  • Be strategically selective with prospective clients
  • Formulate criteria to qualify clients quickly and easily
  • Run a discovery process that benefits you and the prospect
  • Increase the quality of client relationships

If you'd like to learn more about Practice Ignition, sign up for their weekly webinar (www.practiceignition.com/events).

If you'd like to reduce time spent chasing client documents, book a time with one of the Hubdoc team (www.calendly.com/hubdoc/demo) and sign up for a free VIP account for advisors.

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