Published by Aaron Russell - 06/23/21

Accounting Panel Discussion – Peer Perspectives: How to Get the Most from a Client Experience Initiative at Your Firm (6/23/21)

Panel Discussion for Accounting Professionals

Peer Perspectives: How to Get the Most from a Client Experience Initiative at Your Firm

Peer perspectives are a critical resource for anyone spearheading an initiative-especially one as mission-critical as understanding and improving the client experience at your firm. That’s why we’re gathering three accounting industry peers to share their own trials and tribulations with client experience initiatives at their firms.

Moderated by ClearlyRated CEO and Founder, Eric Gregg, each one of our panelists works for a Best of Accounting firm. Fueled by questions and participation from the audience, this webinar will provide you with the opportunity to hear from your peers and engage in discussions about:

  • What it takes to launch a client experience initiative
  • Common missteps and pitfalls to avoid
  • Key tactics for taking action on client feedback
  • Measuring ROI of a client and talent experience initiative

 

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