Trust, Trust, Trust! It can’t be emphasized enough. This 1-hour on-demand webinar goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Learning Objectives
  • Discover and recall the perception clients have of practitioners and ways we can enhance those perceptions.
  • Identify various value-added services which strengthen the bonds of trust with clients.
  • Explore and recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
Last updated/reviewed: March 18, 2024
5 Reviews (23 ratings)

Reviews

5
Anonymous Author
Good course to get a sense of how to build a better relationship with clients. The professor has a good number of examples that he utilized to maximize this important relationship. It was funny to hear that he even drank vodka with one that said if you work with my son, then you need to drink.

5
Anonymous Author
This course provided good framework on how best to approach clients and grow your businesses via client and professional networking referrals.

4
Member's Profile
Great course from an experienced practitioner that includes great tips on how to best serve your clients

4
Anonymous Author
The course was informative, and a nice change from the typical coursework.

4
Anonymous Author
good overview more visuals may be more helpful for this course

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  An Introduction to The Practitioner-Client Relationship: It’s All About Trust1:17
  A Clients View9:00
  Connecting with Clients5:45
  Planning10:25
  Sidestep To Value10:18
  Know your Client8:12
  Why Aren't You Getting Referrals4:18
  Action-Getting Referrals4:42
  The Trusted Advisor1:32
CONTINUOUS PLAY
  The Practitioner-Client Relationship: It’s All About Trust55:29
SUPPORTING MATERIAL
  Slides: The Practitioner-Client Relationship: It’s All About TrustPDF
  The Practitioner-Client Relationship: It’s All About Trust Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam