Influencing clients to take action


Why don’t people do what we want them to do?

Success in business depends largely on our ability to convince clients, staff and stakeholders to take action. But logic doesn’t always work, so what are we missing?

“Influencing clients to take action” is a webinar designed for practice owners, managers and finance professionals who want to more effectively influence client and staff behaviour, using the latest techniques from behavioural science.

You will learn what behavioural economics is, how it can be used to overcome client inertia and how to apply it to letters of engagement, marketing collateral, business cases, emails and website design.

Walk away knowing how to identify the three hidden reasons people fail to take action, and what to do about it.

Webinar Learning Outcomes;

• What behavioural economics is
• How behavioural economics can help us predict client behaviour
• 2 mistakes we've made when trying to influence behaviour
• The top behavioural principles and techniques to use in your practice
• A framework to analyse and design ways to get clients and staff to take action

Suited to;

Managers, business owners, practice managers, accountants in public practice and corporate professionals

Presenter Bio;

Bri Williams is one of Australia’s leading authorities on the application of behavioural economics to business effectiveness and innovation, establishing her consultancy People Patterns in 2011.  Bri is a CPA with degrees in Finance and Applied Psychology, and is a regular contributor to Smartcompany. She has written four books on applied behavioural science including "Behavioural Economics for Business" and "The How of Habits". A sought-after presenter and panellist, Bri continues to work with many of Australia’s leading companies.

How to identify and overcome 3 hidden barriers to behaviour.

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.