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Free cpe webinars
Be Your Clients’ Hero: Strategies for Trusted Advisors

BE YOUR CLIENTS' HERO: STRATEGIES FOR TRUSTED ADVISORS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 4, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this interactive course, accounting and finance professionals will learn essential strategies to enhance client relationships significantly. Gain insights into the motivations and challenges faced by entrepreneurs and explore the pivotal role of trust in fostering lasting connections with clients. Supported by real-world examples, discover actionable approaches to tailor solutions, drive innovation, and position yourself as a trusted advisor. Transform numerical data into meaningful impacts to help clients realize their aspirations effectively.

Learning Objectives:


  • Identify the key drivers and challenges faced by clients in accounting and finance

  • Recognize the importance of trust in establishing impactful client relationships

  • Determine proactive solutions for problem-solving and early opportunity identification

  • List technology tools to enhance efficiency and drive superior outcomes

  • Recall effective communication techniques to nurture long-term client loyalty

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Anchor

Tal Ben Bassat is an MBA graduate, lawyer, and CPA who worked at KPMG and PWC, and has experience as an international business consultant. As a former tax firm owner for accountants, he has firsthand experience in building and leading a successful practice, giving him a profound understanding of the challenges and opportunities within the accounting profession. Tal's tenure as the Director of Product Strategy, M&A, and Business Development at Mastercard honed his strategic and business acumen, preparing him to tackle complex financial landscapes and drive growth through innovative strategies. Today, he serves as the CFO and COO at Anchor, a hyper-growth startup for accounting firms that grew by 50% since the beginning of 2024. He is co-spearheading the delivery of automated billing and collections to service providers. Tal's career experiences make him a unique and dynamic finance leader with a broader business and financial perspective than most, making him an excellent source of information on revenue protection and dynamic pricing. 

About Our Presenter

Anchor
Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end billing and collections solution, and removing all manual labor from these processes, Anchor eliminates the risks of fraud and human error in B2B payments. Founded in 2021, Anchor is a U.S. company, with an R&D Center in Israel. Backed by market leaders including Rapyd Ventures, Entrée Capital, Tal Ventures, and additional CEOs and founders from the tech and finance space, Anchor brings the SaaS billing experience to the B2B service industry and is the first to support dynamic billing needs that change constantly. Anchor’s purpose is to make business owners thrive, by allowing them to focus their time and resources on doing business, not billing.