NSA Webinar - Client Communications in the 21st Century - What Works?

When:  May 19, 2016 from 02:00 PM to 03:00 PM (ET)

Communications in the 1990s meant meetings and phone calls. In 2016, dozens of potential communications channels exist.

This webinar will present real life financial examples of how outmoded communications methods kill productivity and decrease profitability and will cover:

  • How client communications changed with accounting staffs and client bases consisting of Millennials, Gen X, and Baby Boomers.
  • How communication methods need to change to effectively serve client and staff demographic groups.
  • Does any one method work consistently anymore?
  • How different demographic groups prefer to communicate.
  • What communications channels work best to communicate what information.

Apply what you learn from this session to increase profitability from existing clients and grow your practices without increasing head count.

Learning Objectives:
Upon completion of this course, you will be able to:

Choose communication channels for specific types of information
Teach staff how to effectively communicate with different age groups
Recognize why opt in channels are the future of client communications

Determine what methods of communications your clients prefer

NASBA CE: 1 Hours/Communications

Presented by Frank Stitely, CPA, CVA

NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites
: None
Advance Preparation: None
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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.learningmarket.org.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.


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