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In order to create a solid, long-term growth strategy, firms must include two very important factors: new business development and firm loyalty. This course focuses on the loyalty factor and how this plays directly into the growth of an accounting firm. Loyalty in the form of employees and clients can have a significant impact in the bottom-line profitability of any accounting firm with increased client and employee retention directly impacting productivity. This course outlines how to build loyalty within accounting firms and strategies for immediate improvements.

Course Key Concepts: Loyalty, Growth, Client service, Employee development, Leadership, Retention.

Learning Objectives

  • Discover and define the role loyalty plays in a growth strategy.
  • Explore and label the three sections of the loyalty wheel.
  • Identify and list 4 ways to improve client service.
  • Identify and list 4 ways to improve the investment in employees.
  • Identify and list 4 ways to improve firm culture.
Last updated/reviewed: June 16, 2021

1 Review (4 ratings)Reviews

5
Anonymous Author
Great overview of framework to design a strong culture in professional service firms

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  2:01Introduction to Building Firm Loyalty
  6:50Loyalty Role In Growth Strategy
  8:08Three Section in Loyalty Wheel
  7:57Four Ways to Improve Client Service
  4:43Ways To Improve Employee Investment
  5:57Ways to Improve Firms Culture
  0:50Conclusion
CONTINUOUS PLAY
  36:30Building Firm Loyalty
SUPPORTING MATERIAL
  PDFSlides: Building Firm Loyalty
  PDFBuilding Firm Loyalty Glossary/ Index
  PDFHandout: Building Loyalty Guide
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM