The Client Service Team in Action

by Bruce W. Marcus
Professional Services Marketing 3.0

While some firms have explored the idea of client service groups, and leading thinkers like Patrick McKenna have been training firms in the concept for several years, few firms have developed the art and science of the team as successfully as the Washington-based law firm, Akin Gump Strauss Hauer and Feld.

More for mid-size and large CPA firms: What We’ve Learned Since Accounting Marketing Was LegalizedDo Accounting Firms Really Want an ‘Image’?What Accounting Firms Need to Learn from Personal Financial Planning Specialists The Delicate Art of Positioning Your Firm in the Mind of the ProspectEven a Random Disaster Can Be Controlled with Risk Management

This report includes:

  • The lessons from an interview with creator and manager of the program.
  • Three necessary elements for success.
  • Ten accountable responsibilities for a client service team.
  • Seven actions common to successful teams.
  • Five questions every team should ask clients.
  • Effect on fees.
  • Departure from traditional practice.

Already a PRO Member? Click Here to Login & Continue Reading →

Get instant site-wide access, free gifts, great discounts and special reports


Six smart reasons to go PRO today:
Bonus gifts valued at over $200!

See why everyone follows CPA Trendlines…
And why you should too!

Select a 24-hour Daypass, or Monthly or Annual plan with a 7-Day, No-Risk Free Trial.


Instant sitewide access

for 24 hours


Go PRO now with a 24-hour Daypass
(one-time charge)


7-day, no-risk free trial

then billed to your credit card monthly.


Regular monthly rate: $29.97.
You save $5/month (17%)!
  • Free bonus gifts


7-day, no-risk free trial

then billed to your credit card annually.

full year

Regular annual rate: $359.95.
You save $110/year (30%)!
  • Free bonus gifts
  • Merchandise discounts