Approach to Client Feedback

Approach to Client Feedback

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in an accounting firm, to consider how they can improve their firm’s approach to regular client feedback with business clients. Learner Reflection As an integral part of our...
Engaging the Client up Front

Engaging the Client up Front

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in an accounting firm, to identify a situation where they rushed towards a solution without really engaging the client up front? What could they have done differently to...
Getting New vCFO Clients across the Line

Getting New vCFO Clients across the Line

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in an accounting firm, to document the top 3 issues that affect their ability to get new vCFO clients across the line.  What actions can they take to address these issues?...
Managing Difficult Clients

Managing Difficult Clients

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a senior manager, to Identify a few clients who are difficult to manage in relation to the scheduling and completion of work. Discuss underlying issues and solutions. Learner Reflection...

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