It’s Not Sales. It’s Your Duty

How to suggest additional services to clients and why you’re doing them a disservice if you don’t. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I always feel awkward telling clients they need additional services that I should perform … Continued

Selling on Value vs. Fees

What’s the difference? Compliance sells on fee; advisory sells on value. By Martin Bissett Understanding Selling I’ve been asking you to believe in yourself, to get your potential clients to open up to you and to demonstrate to them the outcomes … Continued