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4min chapter
360 The Power of SCRIPTS For Accounting Firms
Jason On Firms Podcast
Enhancing Client Interactions
This chapter explores strategies for capturing client information to improve future interactions, even when clients opt out of certain communications. It highlights tools like Liveflow and Client Hub that facilitate effective client reporting and underscores the importance of structured communication in advisory discussions.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode