Putting the Relationship Back in Client Relationship Management
And a Small - Seemingly Obligatory - Reference to AI
Join industry experts Alan FitzGerald and Brett Goodyer in an engaging session where they break down how modern firms can leverage technology while keeping relationships at the core of their client management strategies.
Alan Fitzgerald
Founder of
Practice Connections Advisory
Brett Goodyer
CEO, BVOPro &
Business Valuations Online
Putting the Relationship Back in Client Relationship Management
And a Small - Seemingly Obligatory - Reference to AI
Join industry experts Brett Goodyer and Alan FitzGerald in an engaging session where they break down how modern firms can leverage technology while keeping relationships at the core of their client management strategies.
Alan Fitzgerald
Founder of
Practice Connections Advisory
Brett Goodyer
CEO, BVOPro &
Business Valuations Online
Master Client Relationship Management – Free Webinar!
Client Relationship Management (CRM) & Client Lifecycle Management (CLM) have evolved beyond just tracking interactions. Today, firms must focus on deeper relationships, client sentiment, and long-term engagement strategies.
Date: 27th February 2024
Time: 12PM AEDT
Duration: 1 hour
The #1 Critical Service That Clients Are Actually Looking For? Anxiety Transfer.
Struggling to build long-term client relationships and maximise business value? This free webinar is designed to help professionals master client relationship management strategies that foster trust, loyalty, and growth. Discover proven techniques to enhance communication, streamline interactions, and position your business as the go-to choice in your industry.
Register now to unlock the secrets of building lasting and profitable client relationships!
What You'll Learn
The difference between Practice Management Software and true Client Relationship/Lifecycle Management
How to track, analyse, and optimise client engagement from first interaction to lifetime value (LTV)
The role of AI, automation, and technology in client relationship management – without losing the human touch
Referral tracking, client niching, business development, and service offering strategies
Privacy, AML, NDB, and compliance considerations
The difference between Practice Management Software and true Client Relationship/Lifecycle Management
How to track, analyse, and optimize client engagement from first interaction to lifetime value (LTV)
The role of AI, automation, and technology in client relationship management – without losing the human touch
Referral tracking, client niching, business development, and service offering strategies
Privacy, AML, NDB, and compliance considerations
Meet your Hosts
Alan FitzGerald is a seasoned IT consultant specialising in tax and accounting software. With nearly 30 years in technology, including 22 years focused on tax and accounting solutions, he founded Practice Connections Advisory in 2015. Alan offers independent, technology-agnostic advice, helping firms navigate complex software choices. He also serves as a strategic adviser for TaxLab, a regional manager for Otico Software, and a member of the SpringBRD advisory panel. His expertise in digital solutions makes him a valuable asset for firms looking to optimise their technology infrastructure.
Brett Goodyer is a seasoned expert in business valuations and forensic accounting. With over 30 years of experience, Brett has a unique ability to translate complex data into actionable insights that empower businesses to make informed decisions. He is also a sought-after speaker, regularly providing expert seminars and workshops on valuation, value maximisation, and due diligence to accountants and lawyers across Australia.
What You'll Receive
Who Should Attend?
Accounting, finance, and tax professionals seeking to improve client engagement
Business owners looking to enhance customer retention & relationship strategies
Professionals curious about the future of CRM, CLM, and AI in service industries
Secure Your Spot Now!
Don’t miss this opportunity to learn how to turn technology into a client relationship powerhouse while maintaining a human-first approach.
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