No your clients aren’t dogs, they are you greatest asset. Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done.
To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship.
This course will discuss how to be that leader in the relationship with your clients so that you and your clients can thrive.
You’ll receive tangible methods for how to be in control without causing stress and tension and in fact, relieving it.
We believe the tax business is the best professional services business in the world. Running a profitable and exciting tax business doesn’t have to be hard. We hope you join us for this exciting webinar and put into practice what you learn!
How to define your role with clients
How to set personal/professional boundaries
How to create the frame work for “obedience”
How to get client relationships “right” from the start
How to teach an “old dog” new tricks!
Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.