Key Points for Managing Client Meetings

Managing client meetings effectively is not always as simple as it seems. This is because a rich variety of socio-psychological factors often need to be taken into account to ensure they stay on target (rather than going off on tangents), start and end on time, and inspire higher levels of engagement and rapport. With this in mind, the purpose of this session is to help accountancy professionals sharpen their facilitation skills, so they can run client meetings that flow even more seamlessly and productively.

In the process, delegates will be given the opportunity to explore:

  • The key differences between ‘well managed’ client meetings and ‘less well managed’ client meetings
  • Top Tips on the secrets of effective facilitation
  • Psychological insights on assertiveness and how to manage particularly challenging client meetings
CPD Course
Group of people sat in a room watching a man present stood up

Flexible solutions

We offer a range of solutions to meet your training needs. To discuss your memberships or bespoke packages needs contact us on 0330 058 7141 or email us.


Loading events...