Taking on New Clients in Your Practice
To provide guidance on the process of taking on new clients while keeping expectations and relationships in mind, to ensure delegates are prepared for the potential opportunities and pitfalls that are associated with taking on new clients in a business environment.
3 CPD units March 3, 2025
What will set you apart
By completing this course you will gain the following competencies
- By attending this webinar you will gain the following competencies
- Evaluating new clients
- Meeting and onboarding of clients based on the individuals involved
- Managing the client relationship
- Legal considerations involved with the above processes
Event breakdown
- Importance of new clients
- Industry overview
- Assessing financial health
- Client onboarding process
- Customizing your approach
- Managing client expectations.
- Building Strong client relationship
- ISQM, the FIC Act and compliance considerations
- Checking SARS and regulatory compliance
- Billing, collections and fee considerations
- Ongoing risk identification and management
Category: Practice ManagementType: CPD CourseCPD category: Practice Management
Description
Taking on new clients can vary depending on the specific practice and industry; however, clients are the core of any business and as such the importance of new clients cannot be overstated.
In this course we will focus on the entire process of taking on new clients, from evaluation through onboarding to billing. This will be done through the avenues of client understanding, building rapport, expectation identification and management and, finally, closing the deal.
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Practice Management.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser