Webinar: Back to Basics Webinar Series – Disruption, Compliance is Dead!, Cloud Computing, Death of Timesheets

We’ve heard these terms over & over but its time we get back to focusing on the core business to ensure we have the foundations in place to enable growth or retention and innovation. Join us for this 3 part lunchtime Webinar Series over three weeks focusing on how to best serve your current clients and have the foundations in place to replicate your learnings with new clients

Session 1 – Your Database Structure – Wednesday 21 February 11am-12-pm

In this session, we discuss the opportunities you have with your current Database.  We will develop some ideas on how to segment your database, involve your team and reward your long standing clients

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Session 2 – Your Compliance Service Wednesday 28 February 11am-12-pm

In this session, we will develop a pipeline of additional services that will form part of your Compliance Service. How to be Proactive with your “Top” clients through a mindset shift, how you will be seen as not only the Trusted Adviser but the Essential Adviser

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Session 3 – Your Workflow Process Wednesday 7 March 11am-12-pm

In our final session of this 3 part series, we will walk you through DMY’s Workflow process – From the time we schedule a meeting with our client to tax return lodgement.  The tools templates and checklists required to create a systemised process that works for your Firm

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