2021 is the "Year of the Client"
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Join us for exciting events led by industry experts
Women in Leadership: Balancing Competing Priorities
If you have ever felt overwhelmed by seemingly competing priorities, you are not alone. This practical webinar led by Damari Perez is designed to help you hone your leadership mindset when it comes to balancing competing priorities.
Make 2021 the Year You Receive Client Docs on Time
If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. Join Lynda Artesani as she shares practical strategies to help you optimize your process so that clients send documents on the first request.
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How to Streamline Client Cleanup Projects
Come and learn practical tips from Michelle Vilms designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.
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The Role That Technology Plays in Driving Growth in your Firm
Since your time is limited to evaluate new solutions, we invite you to join Chris Farrell from Liscio, and Daniel Moshe from Tech Guru, as they explore the various ways that technology can impact your firm’s ability to grow. You’ll come away with a solid action plan for how to streamline your tech stack and set your firm up for success in 2021 and beyond.
May
26
11 AM PST
April
21
11 AM PST
Stop Hounding Your Clients - There is a Better Way
In this webinar, led by Geni Whitehouse, attendees will learn how the right tools and a different way of working can help you shift the relationship as you put your client at the center of your firm.
April
27
11 AM PST
Easy Document Exchange for You & Your Clients
What is more painful than waiting on a client document so you can complete your work? Not being able to read the documents they have provided and getting to wait again! It is time to rethink your document exchange process. In this webinar led by Randy Johnston, reduce the effort and time required while increasing your efficiency and effectiveness.
5
April
12 PM PST
This webinar, led by Geni Whitehouse, is designed to help practitioners understand common interruptions and time-wasters that lead to stress and a lack of flow. She will also examine the root cause and present solutions to help address these issues. The best part is that no back-office software needs to be changed to benefit from these solutions.
Combating Common Time Wasters in Your Firm
May
14
12 PM PST
If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. Join Lynda Artesani as she shares practical strategies to help you optimize your process so that clients send documents on the first request.
Make 2021 the Year You Receive Client Documents on Time
21
May
12 PM PST
You work hard for your clients and you deliver real value to them. But have you ever thought about your clients' overall experience working with you? Understanding the key drivers of delight will differentiate your firm and increase client engagement and loyalty. Join Chris Farrell and Alison Ball to learn how to dramatically improve your client experience, without changing any of your back-office systems or processes.
Assessing Your Firm’s Client Experience Level