Archive

Posts Tagged ‘clients’

How to build relationship capital as a foundation for building your firm

February 1st, 2022

Ed Mendlowitz, a frequent contributor to the US CPA Trendlines Newsletter, recently wrote a short piece on the 8 ways to charm a client and noted, correctly in my view, that our performance gets assessed largely on the small things. I totally agree with his sentiment but have modified his suggestions somewhat to reflect what I think charms clients.

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So you want better clients

July 4th, 2016

“Explain how I can attract and retain better quality clients” was one of the responses from 92% of the people who attended a webinar I presented last year in which I asked the following question: what are the top 3 questions you’d like me to answer in the book I’m writing on practice development? Read more…