18. Elements to Offboarding

Dec 10th, 2019

1:30 PM2:45 PM

For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team. Now you need to free yourself of these profit draining and moral crushing clients; as well as, establishing standardized processes to offboard clients in the future. The instructors of this session have walked this path and will share tactics and strategies to successfully fire a client.

Session Info

Session Types

Concurrent Session

Credit Info

Knowledge Level

Intermediate

Fields of Study

None

Prerequisite

None

Advanced Preparation

None

CPE Credits

1.5

Session Speakers

Christine Triantos

Partner, Anton Collins Mitchell LLP