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Free cpe webinars
Winning and Keeping the Next Generation of Clients in Your Accounting Firm

WINNING AND KEEPING THE NEXT GENERATION OF CLIENTS IN YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: NCPACA
Course Description

What do next-gen clients want? Millennial clients really dislike email, and how old are you making yourself look with your current processes and systems? Your technology may be making you look outdated or irrelevant. You WILL have millennial clients, so how can you attract the next generation without leaving your current clients behind? This webinar will answer these questions and much more. 
 
Learning Objectives:


  • Identify how to address the needs of newer generations without leaving your older clients behind

  • Uncover sustainable practices to streamline your business so you can have one process that delights multiple generations

  • Learn key strategies to up your client experience game and choose a tech stack that works for everyone

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.