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Client Relations and Why it Matters

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Manage episode 240239897 series 1167453
Content provided by From Our Vantage Point, Podcast by Vantage Point, and Rowan King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by From Our Vantage Point, Podcast by Vantage Point, and Rowan King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month we sit down with Vantage Point’s Consulting Manager, Lisa Torreggiani to chat about why client relations matters and what can happen when organizations take on client relations management thoughtfully and what can happen when they don’t. Lisa takes from her experience not only at Vantage Point and other not-for-profit organizations but also from her work in private sector sales and management.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a CPA firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 240239897 series 1167453
Content provided by From Our Vantage Point, Podcast by Vantage Point, and Rowan King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by From Our Vantage Point, Podcast by Vantage Point, and Rowan King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month we sit down with Vantage Point’s Consulting Manager, Lisa Torreggiani to chat about why client relations matters and what can happen when organizations take on client relations management thoughtfully and what can happen when they don’t. Lisa takes from her experience not only at Vantage Point and other not-for-profit organizations but also from her work in private sector sales and management.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a CPA firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

  continue reading

81 episodes

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