OUTLOOK & ANALYSIS

At Sobel CPAs, Events and Alliances Lead the List of Strategies for Winning the War for Clients

Sharing information to help clients (and prospects) succeed.

by Sally Glick
Sobel & Co. LLC

 

Sally Glick

At our firm we continue to believe that the more value we add by sharing important and relevant information, the more new business we will generate (along with raising retention as well.)

We do this with a three-prong approach:

1. The first is to host over 26 niche-specific programs (seminar, webcasts, half day symposiums) annually;

2. We write industry-specific white papers on topics our clients tell us are meaningful to them, which we also coordinate with website content; and