PRA2502. Beyond the First Impression: Strengthening Client Relationships from Day Zero

Your client experience isn’t just about delivering great service; it starts long before that. From the first interaction to long-term retention, how you onboard and engage clients sets the foundation for strong relationships and a thriving practice. In this panel, we’re bringing together experts from tech, staffing, and accounting to share practical strategies for building a client-centric firm. We’ll discuss the impact of structured onboarding, the role of technology in streamlining workflows, and how to cultivate relationships that lead to long-term success for you and your clients. Whether you’re refining your processes or starting from scratch, you’ll walk away with actionable insights for exceptional onboarding.

Learning Objectives:

• Identify best practices for onboarding new clients effectively to create a seamless experience that fosters trust and long-term engagement.
• Analyze how tech solutions and human connection work together to streamline workflows, improve communication, and strengthen client loyalty.
• Apply actionable techniques from industry experts to build a client-centric firm that prioritizes long-term relationships and business growth.