Customer Intimacy: the journey to creating long-lasting, trusted partnerships with your clients

Being technically proficient is a given in accounting, but nowadays it is simply not enough: you must be able to differentiate yourself as an individual and as an organization, by becoming an invaluable trusted advisor to your clients. This course takes an innovative approach to building long-lasting, authentic relationships with clients based on the principle that it starts with self-awareness and self-control. We believe that developing a clear consciousness of self, through the practice of mindfulness, understanding and managing trust, and applying the basics of conscious communications, services providers can achieve stronger, more dynamic and holistic client relationships.

Learning Objectives

  • Discover how identifying and consciously choosing intention leads to better outcomes
  • Start to notice and identify the physical impact of emotions on the body as a way of preventing the brain from going into a counterproductive automatic pilot state
  • Identify the components and subtleties of trust, and actively manage trust in client relationships
  • Recognize the difference between intent and impact in everyday interactions and communications
  • Differentiate between passive, selective, active, and empathic listening
  • Learn the basics of empathic listening and why it is critical to developing deep and long-lasting client relationships

Major Topics

  • Learn about the scientifically-proven benefits of mindfulness and how it has the power to raise self-awareness and reduce reactivity, even in “heated” moments
  • Learn the components of trust, using Charles H. Green’s Trust Equation, and most importantly, learn how leverage it to evaluate, manage, and improve trust in your current client relationships
  • Learn the difference between having good intentions and being intentional, and how intention is the foundation of effective communication
  • Learn about empathic listening, and understand why it is essential for understanding your client’s real needs

Who Should Attend

Professionals and staff at all levels

Fields of Study

Personal Development




Business Learning Institute

CPE Credits




This course is available for your group as:


Let's Roll!

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