Webinars2018-05-29T11:30:11+00:00

Upcoming Webinars

Growing Client Services While Maintaining Your Sanity

Firms often struggle with how exactly they can take on new clients and expand their client service offerings without descending into chaos. In this moderated discussion, Laura Redmond, co-creator of Aero Workflow and Judie McCarthy, co-founder of Client Hub, offer actionable insights on growing your firm intentionally. June 28 at 2 pm Eastern.

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The Intentional Firm

Laura Redmond’s session from Connect 2017

Proactively manage your firm’s service delivery workflow to create efficiencies in your firm in order to improve profitability and strengthen your ability to provide exceptional service to your clients.