Client strategies

Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.

If you want to charge concierge-level fees for your service, then you must provide concierge-level access.

A recent study says that when faced with the choice to either imitate or differentiate from a competitor who recently adopted new technology, the choice comes down to the customer.

Reoccurring revenue is changing the landscape for accountants and their firms.

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

As an accountant, how many times have you missed out on attending something important? Accountants are used to missing key events, especially as tax deadlines loom.

Inovautus Consulting's '2023 Growth Outlook' finds accountants willing to trim their client rosters.

Let the 80/20 Principle energize your firm's growth by strategically culling your client list.

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.