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‘’But My Client Won’t” . . . Influencing Clients To Change

''BUT MY CLIENT WON'T" . . . INFLUENCING CLIENTS TO CHANGE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As the expert, you know the steps your clients need to take for them to achieve their goals. But there is often a struggle in getting the client to follow through despite it being in their best interest. Many firm team members have given up, feeling helpless in getting their clients to adjust. But what if that was not the case? What if there were a way to actually get your clients to adjust?

In this session, we will dig into the strategic approach your firm can take to reverse this trend and see your clients willingly make the valued adjustment opportunities you are bringing to them. 

Learning objectives: 


  • Recognize how to effectively convey the steps your clients need to take to achieve their goals 

  • Identify the strategic approach to client communication 

  • Summarize how to empower your clients to be willing to make the valued adjustment opportunities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. Will has been serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success are palpable in all of his interactions. 

Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Will has also managed small and large teams of trainers, consultants, and technical specialists. He has experience re-designing internal corporate structures and workflow in addition to performing that same function on behalf of tax & accounting firms.

Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards). 
 

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.