CCH Learning SEA

Move your day from Chaos to Order with Ease (On Demand)

Description

Setting expectations, managing your clients & your time for profitable outcomes.

Many accountants and professional advisors find themselves battling the clock on a daily basis.

You want to serve your clients well. But clients are late, meetings run over, and then someone throws you a curveball and then you have to step up again on the spot. It can feel impossible to get on top of it all.

What if you could move from being reactive to being proactive? What if you could anticipate which clients would need last minute work and be ready for them? And what if you could get your clients to do some of the upfront work before it was needed, like at submission deadlines?

This practical webinar will give you a step-by-step guide to seizing back control of your day. From setting expectations and effective client management, you will leave this webinar with an easy-to-implement blueprint to move from Chaos to Order.

What you will learn

  • A step-by-step blueprint and guide to transform your day from chaos to order
  • Useful scripts to use with your clients to set expectations and manage their activity better
  • A summary of the scripts and templates shared in the webinar

Target Audience

This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies to seize back control of their day, from chaos to order.

Expert Speaker

Dr Abbie Widin runs a successful boutique consultancy (GTM Co) and designs go-to-market strategies. She helps firms of all sizes find new revenue and margin opportunities among their existing customer base. She helps clients structure their service offer for their A- and B-grade customer groups, and then create a go-to-market strategy to increase conversion.

She also coaches sole practitioners, and helps them identify their highest potential clients, package their services and set their fees. She has an extensive background with senior international marketing & sales roles in blue-chip multinationals such as P&G and Kellogg, and a PhD in medical research from the University of Sydney.

She is also a director of both public and private Australian companies.

The webinar was recorded on 22 April 2021.

  • Elearning
    • $87.20 incl. GST
    • PD hours: 1
    Complete online at your own pace (Self-paced)
    • $87.20 incl. GST

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