Replay: How to Dazzle Clients in the COVID Age

CPA Trendlines expert contributor shows how to make more money with the clients you already.

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Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus.

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You can thrive for years to come – if you take the Covid Crisis as a call to reinvent your practice, Kennedy tells attendees of the free 30-minute Flash Briefing aired live by CPA Trendlines.

> Hit “play” to stream the podcast or download it here

And you already have two essential factors in your favor:

  1. PPP loans showed your clients you play a critical role in their business, and
  2. Clients need help to achieve a full recovery for future survival and long-term growth.

But, you may need to change your mindset and the way you run your practice.

  1. In this fast-paced session, you’ll learn how to:
  2. Wow! Your clients and gain more referrals.
  3. Leverage client feedback to fuel growth.
  4. Analyze each client for their needs and potential.
  5. Ask the three questions that reveal hidden needs and desires.
  6. Implement client retention best practices.
  7. Build a plan and set it on auto-pilot.
  8. Reveal the “family trees” of new opportunities.
  9. Run a client meeting for maximum effect.
  10. Grade clients into Silver, Gold, and Platinum categories.
Here’s your link to the slide deck PDF: