PeopleSavvy® For Accountants...
Business Challenge
Clients expect business relationships to result in positive outcomes that satisfy their needs.
This expectation requires partners and associates who can create and build long term relationships,
ensuring outcomes that create benefits both for the client and the firm.
Program
PeopleSavvy® Accountants teaches people skills that enhance relationships with external clients
and other firm employees, associates and partners.
Key Content
The following are content highlights of PeopleSavvy® Accountants:
- Learn how to make a memorable positive impression in those crucial first few seconds
- Learn three critical elements to move beyond simple rapport to deep trust
- Discover the one preventable thing that always kills the trust you've worked so hard to build
- Gain tools to read the symbols in a client's office to understand what motivates him or her
- Learn what to listen for and how to use what you hear to build your client relationship
- Develop critical skills to identify the client’s style and influence his or her perceptions
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Target Audience
PeopleSavvy® Accountants is for accounting professionals in which building the client relationship is
crucial for the successful growth of the firm or individual practice. It is most effective for
professionals in a highly competitive practice.
Outcomes
PeopleSavvy® Accountants participants will be able to:
- Create effective customer relationships that produce more profitable business for the firm
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Build customer relationships and loyalty by recognizing and respecting
the interpersonal differences between the customer and professional
- Increase win rates for new business opportunities by creating clear perception of value for customers
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PeopleSavvy® Accountants is a 1-day classroom based learning experience

Contact us for more info

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