Strengthening Communications with Clients
Overview
For the better part of every day, we are communicating with our clients. These discussions occur on a formal basis – gathering preliminary information, following up on issues, obtaining facts, presenting conclusions – and on an informal basis as we build relationships. Most times we are on the same page as our clients but there are other times when we must hold challenging conversations.
Our ability to exchange ideas, voice our perspective and understand our client’s viewpoint all tie back to communication. This verifiable CDP course for CPAs help participants understand the different methods of communication and how to make the most of each. Many times, it is not what you say but how you say it. Developing communication strategies will provide a great benefit for partners and staff and in turn, will help strengthen relationships with clients.
Learning Objectives
By the end of the session participants will be able to:
- Understand what communication is and how it impacts client relationships
- Appreciate verbal, paraverbal and nonverbal communcation
- Develop techniques to strengthen your message
- Identify barriers to communication and how to overcome them
- Use the STAR method to prepare for client discussions
- Strengthen listening skills to listen actively and effectively
Course Content
Module 01
Understand communication to strengthen relationships with clients
Module 02
Appreciate the impact of paraverbal and nonverbal communication on messaging
Module 03
Develop verbal communication skills using the STAR technique
Module 04
Build listening and questioning techniques to effectively receive messages
Module 05
Review of key points and action planning
Module 06
Course material: Course slides