Client retention

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

How to deal with the emotional ramifications of coronavirus.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?

How many stars would they give you?

Attracting new clients is vital for growth, but retention is even more important.

If you find yourself talking for more than 10 consecutive seconds during a client meeting, stop and ask the client an open-ended question, and give them ample time to respond.

It’s a cultural issue, largely, but it doesn’t have to stay that way.

As the trusted advisor, you need to assume the role of the point person, or integrator.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting.