Client strategies

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Whether you call it value billing or advanced pricing, the way accountants charge for their services is going to change in the near future, and consultant Michelle Golden dives into how.

Building a wealth management practice among the midsized mass-affluent

Accountants too often shoot themselves in the foot when it comes to talking to clients about fees, and Inovautus Consulting’s Sarah Johnson Dobek encourages them not to be afraid to stand up for themselves and their value to make these conversations less awkward.

Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Or do you just want to carp about the one that got away?

How would your firm's culture change if your best clients were always in the room?