Maximizing the value of your client list by implementing a Smart Client Manager

On-demand webinar

The two most valuable assets in your firm are often overlooked: your client list and your staff members. A modern accounting firm’s business model must revolve around managing your client list and providing a great place to work. To prioritize these assets, you need someone managing them daily—that’s where a Smart Client Manager comes in. 

Join Darren Root, Chief Strategist for Right Networks and Rootworks, and John Mitchell, Director of Firm Culture Strategy for Rootworks, as they discuss the importance of consistently and intentionally focusing on your firm’s two most valuable assets by assigning a Smart Client Manager to execute your business model. In this webinar, you’ll learn: 

• The job description of a Smart Client Manager in an accounting firm. 
• The skills and traits of a good Smart Client Manager. 
• How to implement the role of a Smart Client Manager in your firm. 
• How to set your Smart Client Manager up for success. 

Presenters:
Darren Root, Chief Strategist, Rootworks
John Mitchell, Director of Firm Culture Strategy, Rootworks