Reaching next gen clients

Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.

Firm leaders are used to thinking that the younger accountants they're hiring have different expectations and different characteristics as employees -- but they may not be as attuned to the fact that younger clients also have different expectations and characteristics. Sarah Dobek of Inovautus Consulting shares some of the best ways to interact with and serve next-gen clients so that they become long-term clients.

Dobek Sept 2019 podcast screen