Mining Your Firm Client Database for Revenue
Description
Objective
After attending this presentation, you will be able to... Identify hidden advisory opportunities through client behavior and history. Develop database segmentation strategies for upsell, cross-sell, and retention opportunities. Design proactive review touchpoints that spark new revenue.
Attendee Information
Gaynor Hardy (Meilke), MS, CBC
Required Knowledge
None
Who Should Attend
Firm Marketing Leaders, Firm Owners, Business Development Professionals, Firm Leaders
Credit Types
- CPE – Business Management & Organization
Event Level:Basic
Event Code:CIGMMYF1-71081
Fields of Study:CPE - Business Management & Organization
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRX318126: Registration – Member | Mem | $65 |
| WRX318126: Registration – Non-Member | NM | $180 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.