5 Ways to Engage Your Clients in Their Finances

September 30, 2016
Move client relationships from transactional to interactive Client engagement is critical to your success as an advisor. Guiding your clients to financial success is harder when most interactions are transactional in nature. In this webinar, we'll cover strategies for engaging your clients in their finances including how to create regular touchpoints and how to move more and more into the advisor role. You'll learn: - Strategies for engaging clients in their finances - How to engage clients as an advisor - How to create regular touchpoints that add value for clients - How to use client engagement to grow revenue To learn more about Hubdoc, schedule a time at calendly.com/Hubdoc.
Previous Presentation
5 Tips to Maximize Your Tradeshow Experience — Just in Time for QuickBooks Connect
5 Tips to Maximize Your Tradeshow Experience — Just in Time for QuickBooks Connect

As an accountant or bookkeeper, the most important thing you can do for your business is to continue to inv...

Next Presentation
The Ultimate Guide to Xerocon
The Ultimate Guide to Xerocon

Featuring advice from last year's attendees and award winners We've pulled together the Ultimate Guide to ...

UPCOMING WEBINAR

Learn how to build an effective content marketing & social media strategy to grow your firm!

REGISTER NOW