Wednesday, July 23 | 10:30 a.m. - 12:10 p.m. | Concurrent Session
Growth and Retention: Client Acquisition Strategies
2 CPE for CPA
This session will teach tax pros how to create a scalable client acquisition process, attract and retain high-value clients, and use technology for marketing. Learn how to use proven tools and techniques to streamline client onboarding, nurture long-term relationships and drive organic referrals. Whether you’re looking to expand your client base or enhance client satisfaction, this course will equip you with the skills to build a thriving, sustainable tax practice.
Objectives
Upon completion of this session, you will be able to:
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Design a tailored client acquisition process for your specific tax practice
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Outline actionable strategies to identify, attract and onboard high-value clients
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Identify tools that streamline marketing and relationship management (e.g., CRM systems and automated client outreach tools)
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Apply best practices for nurturing client relationships and building long-term retention strategies to foster organic referrals
CPE information
Duration: 100 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
Executive Officer & Co-Founder of Integrated Financial Group