Firm & Practice Management

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.