In this course you will learn how to nurture your relationship with professional service clients using best-in-class technologies and strategic processes.
- Value of adopting a client vertical
- Professional services as a vertical
- Best in classs solutions
- Client and firm impact of verticalization
There is no pre-course preparation required.
More courses you might be interested in
Embrace Your Superpower
Learn how to harness and apply your super powers toward intentional risk-taking. View course
New - 2 Advisor CREDITS - 1 CPE CREDIT
Scaling During Tax Season
Note: You only need to complete one of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course
40 Advisor CREDITS
Xero Advisor Certification (Self Paced) without CPE credit
Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course