CPA - small firm
CPA - medium firm
Wouldn’t it be great if clients understood your deadlines, and adhered to them? It's easy to fall into the trap of blaming them for not complying, but the real reason is that client needs do not match the needs of the firm. Top performing firms have cracked this nut. It starts with understanding your clients’ busy days and creating a system that makes them a part of your production team, instead of an unwitting wrench in the gears. Firms that are able to make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients. These firms are able to reclaim up to 40% of their time because they don’t waste time chasing clients for documents, or searching in multiple places for things they need.
Come and learn how making a simple change in how you ask clients to securely send documents to you can result in them responding in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2022 and beyond.
Learning Objectives:
- Identify the key factors involved in client response rates
- Evaluate how easy your firm is to work with compared to other firms of similar size
- Recognize an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security
- Operate a new tool that will transform your firm’s client engagement and help staff move much faster year-round
Alison Ball
Liscio
Director of Marketing and Influencer Strategy
[email protected]
Creating and leading results-driven influencer-based content marketing programs, ambassador programs, and UGC acceleration programs takes both art and science. The art is to keep the humans happy, while the science is in the strategy, sequencing, and measurement.
Alison has spent her career developing innovative ways to create brand magic via influencer programs that seamlessly meld art and science together. Influencers, brand advocates, and expert content creators are highly effective ways to tell your marketing story. Under her leadership, Intuit experienced an exponential increase in top-of-funnel reach and engagement globally, all driven by engaged influential product experts and user-generated content.
Alison's strengths include top-notch communication and collaboration skills plus years of experience developing, testing, and creating strategies to collaborate with and help influencers engage with a brand. She is also a leading expert in developing winning strategies for creating mutually beneficial relationships with a brand’s best content creators and have taught these techniques to teams across the world.
Additional strengths include: Content marketing strategy, social media marketing strategy, influencer relationship management, small business empathy, inventing and launching ambassador or loyalty programs, creating world-class conference tracks, accounting, brainstorming, and turning detractors into promoters.
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