Caring for Clients - Level Up Leadership 2025

Name: Caring for Clients - Level Up Leadership 2025
Start: 2025-08-01T02:30:00.000Z
End: 2025-08-01T03:30:00.000Z

With Tanya Marks

1 hour CPD

Master the art of client-wrangling: from getting clients through the door, scoping your work & fees, to disengaging them.

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Online via Zoom

Master the art of client-wrangling: from getting clients through the door, scoping your work & fees, to disengagement when it's time to part ways. • Client engagement process • Fees and scoping • Managing client expectations • Obligations under TASA • Client disengagement or departure This registration is for PART 3 of 4 in the Level Up Leadership Program. ⏰ There are 4 sessions in this series. Each session is expected to run for up to 1 hour. Q&As are welcome during the session. ✅ THIS IS A SUBSCRIBER-ONLY EVENT. Use your Tax Nuggets Academy account email to register, and we'll send you a confirmation email with joining information! ▶️ Replays are available only to VIP and Team subscribers of Tax Nuggets Academy. Tax Nuggets Academy is on a mission to provide pain-free CPD for finance professionals. We produce top-notch live learning experiences and awesome resources to go with them. Never fall asleep in training again!