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Navigating Difficult Client Situations - A Toolkit for Accountants

Level
Intermediate: Requires some prior subject knowledge
CPD
1.25 hours
Group bookings
email us to discuss options for 5+ delegates
Navigating Difficult Client Situations - A Toolkit for Accountants

Available to view from 28 Nov 2025

With a SmartPlan £99

With a Season Ticket £149

Standard price £199

All prices exclude VAT

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Introduction

Accountants and their clients often operate in high-pressure environments - conditions that can sometimes bring out the worst in people. What works effectively with one individual may completely miss the mark with another.

Unexpected tax liabilities, disallowed deductions, cash flow problems, stress from business uncertainty can all cause your client to become frustrated or angry and, as a professional, your ability to achieve strong outcomes and maintain positive relationships is essential.

During this webinar, expert speaker and former Chartered Accountant Phil Gott will guide you through strategies to manage challenging situations and difficult personalities.

What You Will Learn

This webinar will cover the following:

  • How to spot different types of behaviour and adapt your approach to get on their wavelength
  • Taking ownership of situations and providing reassurance without over committing
  • Controlling your feelings and developing an inner confidence in daunting situations
  • How to handle clients who are emotional (angry or upset) e.g. an unexpected bill or charge can trigger an emotional response if it is not explained clearly
  • Using questions to understand, to build empathy and to help people see solutions for themselves
  • How to respond if you are asked something you think you should know but don’t - such as a technical tax query
  • How to positively manage expectations when you are too busy to do something
  • What to say when things seem to have gone wrong
  • This pre-recorded webinar will be available to view from Friday 28th November 2025

    Alternatively, you can gain access to this webinar and 1,800+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.

    Navigating Difficult Client Situations - A Toolkit for Accountants

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