Instructor for this course
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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: April 18, 2021

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
  1:17An Introduction to The Practitioner-Client Relationship: It’s All About Trust
  9:00A Clients View
  5:45Connecting with Clients
  10:25Planning
  10:18Sidestep To Value
  8:12Know your Client
  4:18Why Aren't You Getting Referrals
  4:42Action-Getting Referrals
  1:32The Trusted Advisor
CONTINUOUS PLAY
  55:29The Practitioner-Client Relationship: It’s All About Trust
SUPPORTING MATERIAL
  PDFSlides: The Practitioner-Client Relationship: It’s All About Trust
  PDFThe Practitioner-Client Relationship: It’s All About Trust Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM