Healthy Wealthy & Wise Accountants

Nurturing Client Relationships: The Importance of Staying Proactive


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In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work.

Connect with Amanda Garner:

LinkedIn: https://www.linkedin.com/in/amandagarner
https://thegrowthpartnership.com/bios/amanda-garner/
Email : [email protected]


Connect with Heidi Henderson:

Linkedin : https://www.linkedin.com/in/heidihendersonets

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel. Register for the course, complete a short quiz, and get your CPE certificate.

This Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/

https://healthywealthywise.show/

 


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Healthy Wealthy & Wise AccountantsBy Heidi Henderson