A‐Level clients deserve an exceptional experience whenever they interact with your firm. Do your best clients see your relationship as mostly transactional and output focused? Or do they rave about how you have positively impacted their business? Let’s talk about how to create an exceptional, proactive, advisory client experience so you not only retain your best clients, but turn them into raving fans. Course Completion Instructions: To successfully complete this course, you will need to watch each of the three course modules and successfully answer the corresponding review question following each module. After viewing each module and completing the review questions, the knowledge you have gained from the course materials will be tested by responding to five final questions. You must pass this final assessment with a grade of 70% or higher to receive credit for the course. We have provided a glossary of terms so you can look up the definition of any unfamiliar words. We have also provided a course index and table of contents so you can easily review information and/or search the course. Included Course Components: · Course Discussion Questions · Course Index & Table of Contents · Course PowerPoint · Glossary of Terms Your Satisfaction Is Our Goal As with everything Upstream Academy does, your satisfaction is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept a portion of those fees that reflects your level of satisfaction. For more information regarding administrative policies such as complaints, please contact us at info@upstreamacademy.com or 406-495-1850. Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.