Amplify! Season 2 Episode 2
Focus on Creating a Client Experience

with Katie Tolin

The Intersection of Marketing and HR for Accounting Firms

Focus on Creating a Client Experience -w- Katie Tolin

● Why does CX matter?
● How does this differ from client service?
● Where in the client lifecycle should firms be looking at the client experience?
● The voice of the client is important in the CX. What does that mean?
● Give me an example of someplace where we should be getting the voice of the client? [succession]
● What would a client experience look like around succession?

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The Association for Accounting Marketing (AAM) is an association of accounting firm professionals who impact a firm’s growth and sustainability. Members include marketers, business developers, CPAs, firm administrators and businesses that serve the accounting industry. Through industry-leading networking, educational resources and thought leadership, AAM elevates the stature of practice growth, focusing on growing people and, hence, the accounting practices that employ them.

Amplify! Season 2 Episode 2Focus on Creating a Client Experience

with Katie Tolin

The Intersection of Marketing and HR for Accounting Firms

Amplify! Season 2 Episode 2
Focus on Creating a Client Experience