In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a senior manager in public practice, to consider how they could improve referrals from clients. Develop a process to identify client advocates – those clients who will refer you to...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify reasonable turnaround time targets for the most common workflows in their firm. Are these targets in place? Are they achieved...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the way they complete cashflow forecasts on behalf of business clients. What went well? What could be improved? Learner Reflection Yes, we have...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify and consider how the administrative team can best contribute to client communication and engagement. Learner Reflection I have...
Recent Comments