How to Get Information From Your Clients on Time, Every Time! (Jun 23)
Category: Practice Management | Duration: 1hr | Tag: VODUI2323| Type: Video | Speaker: Mark Swindale | Date: 14/06/2023 14:00
Course Details
Mark Swindale shares your frustrations about customers not handing in their information on time.
During this session Mark examines the following areas:
- Discover what is stopping your customers from delivering the information you need when you need it
- The one thing you can do to make a bad customer into a great customer
- Why standard automated emails are NOT the answer to your dreams
- A simple tip that takes seconds to implement but will save you hours of time, and
- How a picture says a 1000 words!
CPD Course Speaker
The Accountants Mastermind
Mark Swindale
Mark Swindale spends his time working with accountants via The Accountants' Mastermind and one-to-one coaching.
In a former career, Mark used to be a customer of an accountancy practice. The problems and frustrations he experienced back then gave him a unique perspective on why your customers don't deliver their records on time.
Working closely with accountants in practice over the last three years has given him an understanding of why accountants get so annoyed with their client's behaviour.
In a former career, Mark used to be a customer of an accountancy practice. The problems and frustrations he experienced back then gave him a unique perspective on why your customers don't deliver their records on time.
Working closely with accountants in practice over the last three years has given him an understanding of why accountants get so annoyed with their client's behaviour.