316 Training Tools to Navigate Tricky Client Conversations

Sep 2, 2024

Dive into the art of managing tricky client conversations with a focus on role-playing tough discussions. Learn how to handle delays in financial documents and set clear expectations to avoid misunderstandings. Discover recruitment strategies to attract top talent while optimizing client relationships. Explore best practices for communicating price increases and mastering client interactions in tax advisory. Witness a dramatic shift from conflict to collaboration as accountability and effective communication take center stage.

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Intro

00:00 • 2min

Navigating Financial Document Delays

01:30 • 4min

Optimizing Client Relationships and Recruitment Strategies

05:40 • 11min

Navigating Price Increases

16:17 • 5min

Mastering Client Communication in Tax Advisory

20:57 • 7min

Confrontation and Reconciliation

28:04 • 8min