Firm & Practice Management

Client Service Goes Beyond Work Deadlines
 

Client Service Goes Beyond Work Deadlines

Posted: November 8, 2016
Don’t wait until the final hour of a deadline to connect with your clients. An expert shares his tips on how you can proactively provide holistic and exceptional client service from start to middle to finish.

How to Handle Problem Clients
 

How to Handle Problem Clients

Posted: November 1, 2016
Less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis. Here's what you should look for.

 Sell What Clients Want: Peace of Mind
 

Sell What Clients Want: Peace of Mind

Posted: September 19, 2016
Over the past year, I have been building a small practice based in California. In doing so, I have purposely strayed away from selling tax return or financial statement services, while moving toward selling financial “peace of mind.”


Converting Prospects to Wins: Getting a Home Run
 

Converting Prospects to Wins: Getting a Home Run

Posted: September 15, 2016
Turning a prospect into a client is like hitting a home run. Hopefully, after you read this article, not only will you get the at-bats but you will hit the ball out of the park.



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