Checkpoint Learning

Course Detail

Successful Strategies for Working Relationships  

CATEGORY: Management
2 CPE Credits
The life cycle of a client can run from the beginning of their life until those years in retirement. Working with our clients through each of those cycles presents its own challenge. There is more to dealing with that client relationship than the dollars and cents. As a Most Trusted Advisor our responsibility is to not only solving their tax and accounting needs but to effectively deal with them as people. This webinar will help build the non-financial part of the relationship of the client to help us manage the process through the client life cycle helping to cement that Most Trust Advisor Relationship.

Instructor: Rick Oelerich, LPA, EA
Instructor assignments are fluid and subject to change.

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844.245.5970 for more information or other options.

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Course outline