Client Care and Practice Bundle
Looking for Client Care & Practice hours to meet your FASEA requirements? Look no further. In 5 easy online sessions, our Client Care and Practice Bundle delivers 5 FASEA CPD hours to fulfil your mandatory requirements. In live & recorded sessions online, engage with our expert speakers on best practice advice to act as a client centric adviser. Everything from how to deal with complaints, how to get paid on time, how to niche your practice, how to expand your advice to turn 1 client into many, plus more
Description
Attend and earn 5 CPD hours
FASEA CPD Categories
Estimated 5 CPD hours in Client Care and Practice
If you register for the full series as a live online product after the date of an individual session, you will be sent the recording for the sessions that have passed. Alternatively, you can register for individual sessions by following the links below.
Session 1
Tuesday, 3 March 2020
Managing a client’s wealth can put trusted advisors directly in the firing line for client complaints. Your response can make or break your relationship with the client, and potentially do your practice serious harm. Learn why clients complain, how to manage complaints if you receive one, and most importantly, avoid getting one in the first place.
Managing Client Complaints: A Golden Opportunity
- Understanding the psychology of a client complaint
- Do’s and don’ts when responding to a client complaint
- Attitudes and mindsets and longer-term focus
- Quantifying ‘goodwill’
Presented by Joydeep Hor, Managing Principal, People + Culture Strategies
Register here for Session 1 only (Recording)
Session 2
Thursday, 2 July 2020
Take steps to ensure you are acting as a client centric adviser, while taking advantage of the benefits to your business. Your clients are always your biggest asset, so it only makes sense to invest in strengthening those relationships. Plus, claim a point in the FASEA Mandatory Category of Client Care and Practice.
Ensuring Your Firm Is Client Focused for Greater Profitability
- How to move your firm to a client oriented firm for greater profitability
- How to rank your clients?
- Are all clients good clients? What is a good client?
- Effectively using your client database as an asset
Presented by Kim Mead, Director, Practice Management Professionals
Register here for Session 2 only (Recording)
Session 3
Thursday, 6 August 2020
Build and grow your annuity income streams through business advisory solutions, collaboration and cutting edge technology. Understand the differences in generations, family dynamics and service packages. Turn 1 client into a family of lifetime clients. Spend a lunch hour with Lance Meikle of Generational, and understand the benefits to client care by running a multi-family office.
Expanding Your Advice to Your Clients’ Parents and Kids: Does it Ever Work?
- Playing the long game
- Setting yourself up for success
- Understanding the family dynamics
- Do you need different service packages for different life stages?
- How early is too early for a planning conversation?
Presented by Lance Meikle, Founder and Managing Director, Generational; CFP; SSA; CFS
Learning Objectives:
- Learn the opportunities of multi-family advice
- Know the best service packages for different life stages
- Consider how to start the conversation with your clients
Register here for Session 3 only (Recording)
Session 4
Thursday, 3 September 2020
12.00pm to 1.00pm: Maximising the Value of Your Client Relationships and Getting Paid on Time
- The importance of client acceptance and re-acceptance policies and procedures
- Strategic clients, the long tail and getting your client mix right
- Delivering client service and getting paid: it takes two
- Value added services and strong relationships: the ideal objective
- Implementing the right collection policies and procedures for your practice
Presented by Jeffrey Luckins, Director Audit and Assurance, William Buck
Learning Objectives:
- Transform your thinking about client relationships
- Re-evaluate the strategic objectives of your practice
- Ensure you have effective collection policies in place
Register here for Session 4 only
Session 5
Thursday, 4 March 2021
Are you constantly trying to be all things to all people? Specialising in one field can be daunting, but the payoff if you get it right is enormous. Join Meryl Johnston as she imparts guidance and examples on how to increase revenue, profits and team happiness by specialising in a niche. Meryl will walk you through an in-depth case study detailing how her firm achieved rapid growth and success through specialisation.
12.00pm to 1.00pm: Scale Up Your Practice by Niching Down
- A counterintuitive approach to growing your firm
- Profitable niche: how to pick the right niche
- Product Development: building industry-leading expertise in a niche market
- Positioning your brand and building a system to generate leads
- Pricing: charging premium prices as an industry expert
- People and processes: scaling growth with people and processes
Presented by Meryl Johnston, Founder & CEO, The Bean Ninjas; Australian Bookkeeping Partner of the Year, 2019 Xero Awards
Learning Objectives:
- Understand the benefits of identifying a niche market
- Learn how to generate leads and position your brand more effectively
- Identify how you could grow your firm by scaling down
Register here for Session 5 only
Presenters
Joydeep Hor
Joydeep Hor is People + Culture Strategies Founder and Managing Principal. While an expert in all areas of workplace relations, Joydeep is one of Australia's "go to" lawyers for complex and sensitive terminations of employment and also for addressing all aspects of workplace behaviour and culture (such as bullying and harassment).
Kim Mead
Kim is a CPA and FTIA and has a strong focus on assisting clients to establish systems and procedures that become cultural in nature and thereby natural and easy to comply. In 2000, after many years in management roles at national law firms Clayton Utz and Minter Ellison Kim formed his own business of Practice Management Professionals, dealing with management and system consulting, specialising in the needs of Professional Service Providers in particular Legal Practices. Kim is experienced in management consulting, system reviews and installation, project management, benching marking analysis, business drivers (KPIs) but most importantly understands the inner workings of legal practices and similar professional service providers.
Lance Meikle
Lance Meikle is the founder and Managing Director of Generational Pty Ltd and a non-executive Director. Generational is a multi-family office and provides Business Advisory solutions for small and medium-sized enterprises (SMEs). Lance brings to Generational extensive knowledge and experience in wealth management, marketing, sales, business startups and development, customer relationship management and business strategy. Lance has 35 years’ experience in sales, business development and senior management roles with multi-national companies, such as: CSR, James Hardie, and Boral. He has extensive experience in founding and selling SME businesses and developing and implementing value-creating strategies for SME businesses in Australia, United Kingdom and Malaysia. In addition to this business knowledge, Lance brings three years of experience working for the ATO, assessing Self-Managed Superannuation Funds, small businesses and individuals’ taxation and compliance. Lance is a Graduate of the Australian Institute of Company Directors; Fellow of Finsia; CERTIFIED FINANCIAL PLANNER™ practitioner; SMSF Specialist Advisor (SSA™); Certified Financial Strategist (CFS); an ASX Accredited Listed Products Adviser. Lance holds an MBA. Lance is a Mentor to Queensland Government Small Business | 'Mentoring for Growth' program and is a representative on the ATO Small Business Consultation Panel.
Jeffrey Luckins
Jeffrey is a Director of Audit & Assurance at mid-tier accounting firm William Buck in Melbourne. He is a thought leader, writer and presenter at conferences, events and for continuing educational programs on a wide range of topics focused on auditing, accounting, governance and capital markets. His client base is predominantly with small to medium capitalised companies on the Australian Securities Exchange, large private companies and global businesses operating in Australia in industries such as technology, life sciences, financial services, mining and exploration, manufacturing and import/export trading. Jeffrey has been an External Examiner of Legal Firm Trusts Accounts in Victoria for over twenty years and a presenter with Legalwise Seminars for ten years. He is a member of the Victorian State Council of the Governance Institute of Australia, a Registered Company Auditor and Fellow of CPA Australia.
Meryl Johnston
Meryl is a Chartered Accountant who specialises in cloud accounting software “Xero”.
She founded Bean Ninjas in July 2015 with $1,000 following Dan Norris's 7 Day Startup methodology. Now 5 years later the company operates in Australia, the US and UK and has a distributed team of 15 people. Bean Ninjas won Xero's Australian Bookkeeping Partner of the Year award in 2019.
Prior to Bean Ninjas Meryl ran a consulting firm, worked at international accounting firm BDO and taught accounting at Central Queensland University. Meryl appears in the media regularly, speaking about entrepreneurship and scaling businesses, as well as bookkeeping and business finance topics. She also hosts the Bean Ninjas podcast.