This webinar provides a pragmatic and energetic look at how top CPA firms are best engaging their clients. We will show how you can help your clients by creating key experiences, how to communicate 5x better than email, and how to increase client productivity while saving time internally. We will show you how to leverage your existing marketing to generate more referrals while laying the best foundations for the next technology choices you and your clients will want to make this year.
Dan Richards has been working in the Accounting profession globally for the last 20 years. He is one of the pioneers of firms’ marketing, lead generation and client engagement strategies. From referral plans, to offline and direct marketing and appointment generation; to digital marketing across thousands of websites, email and online social networking. Plus he helped build and now lead the global pioneer in custom Apps for Accounting firms – MyFirmsApp. He is an international speaker and consultant to the profession as well as still being actively involved in the direct implementation by firms of all sizes in their marketing efforts, client engagement and App strategies. He believes passionately in progressive, forward thinking Accounting firms; the difference they can make in the lives of their clients and our wider world, and that they should own, serve and leverage the digital relationship that now exists between every firm, their clients and prospects.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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