Not the normal grade of obnoxious, but far more so…
The four flavors of new clients. By Hitendra Patil Pransform Inc. Tax season is over and you made it through the home stretch, significantly tired but scraped through! Now is the time to rethink your business model on the new … Continued
Checklist to assist financial professionals…
4 essential habits for building client trust. By Bruce W. Marcus In the firm with a strong marketing culture, getting the client is only half the battle. The other half is keeping the client. It’s done with more than just … Continued
New trends emerge in net profit margins and accounts receivable.
How to learn from clients’ spoken and unspoken needs and desires. By Sandi Smith Leyva, CPA Accountant’s Accelerator I feel extremely fortunate to have such a wonderful set of clients that I have learned much from the last few years. … Continued
…And spell success. by Bruce W. Marcus Professional Services Marketing 3.0 Typical proponents of Professional Services Marketing 3.0 are accountants who have learned to think and act like marketers, accountants who have developed new kinds of accounting firms, and new … Continued