Join us for this insightful webinar where we unravel the intricate relationship between delivering advisory services and the importance of both client and employee experiences. In the evolving landscape of advisory and consultative services, firms grapple with the dual challenge of enhancing client satisfaction and securing and retaining quality staff. This session will shed light on how, far from competing priorities, client experience, and employee experience are interconnected profoundly. 

Throughout the session, we will explore strategies to elevate both client and employee experiences, recognizing them as mutually reinforcing elements of a successful firm. Gain valuable insights into fostering a workplace culture that not only attracts and retains top talent but also enhances the delivery of exceptional client services. By the end of the session, you will be equipped with practical knowledge to strengthen the symbiotic relationship between employee and client experiences. 

Learning Objectives: 

• Recognize the increasing importance of clients and employees in firms transitioning to advisory and consultative services


• List strategies to enhance client satisfaction while simultaneously attracting and retaining high-quality staff


• Determine the interconnected nature of client and employee experiences, and learn practical approaches to strengthen both for the overall success of your firm

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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