Upcoming Webinars

Info

You work hard for your clients and you deliver real value to them. But have you ever thought about your clients' overall experience working with you? Understanding the key drivers of delight (and creating a plan to leverage them) will not only differentiate your firm from others but will increase client engagement and loyalty as well.

You will also learn about a simple and secure client-facing tool that can be utilized to dramatically improve your client experience level, without changing any of your back-office systems or processes.

This session is suited for bookkeeping firms of all sizes who are seeking to attract and retain excellent clients, by understanding and adopting a Client Experience 2.0 mindset firm-wide.

Learning Objective

1.  Discover the key elements that lead to client delight
2.  Understand the relationship between “how” you ask for documents, and “when” you receive them from clients
3. Learn simple things you can do to increase your client’s feeling of delight during every touchpoint with your firm.
4. Learn how to tame information chaos by having everything at your fingertips.

Presenter

Alison Ball
Director of Marketing and Influencer Strategy

Alison is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.