Client retention

Protecting yourself can help you protect your clients in financial planning.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

While you will never find these commandments on two stone tablets, they should provide you with direction as you seek to develop your practice.

I never had legacy staff but did have some legacy clients. This refers to staff and clients that I couldn’t fire or drop.

Low-hanging fruit is great — until it dries up.

Learn to embrace disorder and uncertainty.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.