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Smart Client Management

Free ADP CPE Webinars

December 13, 2023 @ 1:00 pm 2:00 pm EST

Free 1 CPE credit

Now more than ever, it is important to simplify your business model and prioritize your team and client list. Join Darren Root and John Mitchell as they introduce the concept of “Smart Client Management.” Learn about selecting ideal clients, maximizing recurring revenue and creating a sustainable work environment. Find out how Smart Client Management can bring you a steady year-round income, happier employees and more satisfied clients.

Learning Objectives:

  • Learn how to create an ideal client roster by continuously managing your base.
  • Identify opportunities to maximize recurring revenue to create year-round income streams.
  • Understand the importance of a balanced workload in your firm to create a happier, more sustainable work environment..

Delivery Method: Group Internet

Course Level: Basic

Field of Study: BMO

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

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