🌟 Calling all accountants! Are you Ready to take your client relationships to the next level? Join us for an exclusive panel discussion with Andrew Van De Beek FCA and Joe David on client onboarding and engagement at #AccountingRefigured. Learn from industry experts as they share invaluable insights on optimising your client experience from day one. Don't miss out on this opportunity to enhance your client engagement strategies and unlock new pathways to success! 💪 Secure your spot now: https://refigured.tech 🎟️ #AccountingRefigured #ClientEngagement #PanelDiscussion
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Typically, now's the time clients begin to change Accountants, so now's the time to make sure you're ready to knock the socks off new and existing clients in the coming year. Join this webinar to learn the strategies that can set an excellent standard for your Practice, the tools to streamline your client engagement process and how you can have a repricing conversation with your existing clients if you haven't before. https://lnkd.in/gsCXhnYp - #accountantsandaccounting #accountingservice
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Thrilled to receive such wonderful client reviews! Your feedback not only warms our hearts but also fuels our drive to deliver exceptional service every day. Thank you for being the heartbeat of our business! 💫 🌟 #ClientAppreciation #BusinessImpact #RAccountingGroup #VirtualAccounting #FinancialOutsourcing #AccountingExperts
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You can now watch Mark's latest webinar for insights on guiding clients towards success. Discover key strategies to strengthen client engagement in business advisory: https://bit.ly/4dyXkTM #Accountants #BusinessAdvisory #ClientEngagement
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🤝 Unlock the secrets to successful client partnerships with insights from Magellan Solutions' CEO. Learn how we elevate client management to drive mutual success. #ClientPartnership #MagellanSolutions
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Unlock growth from within! Discover how focusing on client optimization can quickly elevate your financial advisory practice. Dive into actionable insights with our latest talk. Want to know more? DM us for the full video! 🚀 #FinancialGrowth #ClientSuccess"
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PhD(c), Founder of XFA.COACH - helping the fastest growing financial advisors become multi-million dollar producers.
Unlock growth from within! Discover how focusing on client optimization can quickly elevate your financial advisory practice. Dive into actionable insights with our latest talk. Want to know more? DM me for the full video!
Unlock growth from within! Discover how focusing on client optimization can quickly elevate your financial advisory practice. Dive into actionable insights with our latest talk. Want to know more? DM us for the full video! 🚀 #FinancialGrowth #ClientSuccess"
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One of the greatest compliments we hear from our clients is, “You get us.” Our Client Engagement Team understands the unique needs of your business. Schedule a consultation today to see how we can help you navigate all of the changes and challenges that come with complex claims. #complexclaims https://ow.ly/OyMW50QwnHI
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Discover Regal Management, where we are dedicated to empowering AT&T-authorized businesses with innovative client management solutions. Our focus on operational efficiency ensures that your business thrives in a competitive landscape! #ClientManagement #BusinessInnovation #OperationalExcellence #RegalManagement #BusinessGrowth
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Discover how GPS's paraplanning services can positively impact your advisory practice, allowing you more time for strategic client interactions. #ParaplanningImpact #AdvisoryPractice #StrategicInteractions
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By harnessing the collective expertise of both networks, this partnership promises to empower IR Global members with unparalleled succession planning tools and strategies that drive client satisfaction and business growth. Read more 👉 https://lttr.ai/AXqnE #BusinessAdvisor #BusinessPartnership #IrGlobal #DeliveringOutstandingServices #SuccessionPlanning
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Commercial Leader | B2B Marketing Specialist | Ex Xero | Team Builder | Scale-up Expert
8moHaving worked in the accounting industry for so many years - this has always been a hot topic. And getting this right can change the way your firm works! This session is defo not one to be missed!