Category: Business, Client Experience, Leadership, Personal Management

The Dreaded Fee Question

May 22, 2022 | Business, Client Experience, Leadership, Personal Management

The Hot Topic It seems that whenever I talk with managers and some partners about difficult situations that they encounter, fee discussions with clients rise to the top. There seems to be a real apprehension among providers to discuss their fees. It takes confidence...

Be Available

Apr 16, 2022 | Business, Client Experience

Focused on Busy Whenever we get really busy with something important, we focus on that one thing and put everything else in the background. What have you put off that needs your attention now? One thing you are less aware of is your clients’ activities. You spent...

Positive Client Relationships From The Start

Feb 20, 2022 | Business, Client Experience, Leadership, Performance

Clients New To You Last week’s Monday Message was about you assuming some of the responsibility for your clients behaving badly, like delaying getting their information to you on time or providing incomplete or inaccurate information. It resonated with many of the...

Reduce Client Delays A Better Way

Feb 13, 2022 | Business, Client Experience, Leadership, Personal Management

Client Delays Are Everywhere In my earlier days while working in a CPA firm, I observed a repeated occurrence that seems to be common in firms across the nation. It has to do with feeling frustrated by client delays in submitting their information. When clients have...

Making Situations More Difficult

Jan 9, 2022 | Business, Client Experience, Performance, Personal Management

Most people Like you, most people think they are reasonable and fairly easy to get along with. However, others may not agree with you. You may come across differently than they way you think you are. As we discussed in one of the last Partner-Pipeline® courses,...

Those Difficult Clients

Nov 7, 2021 | Business, Client Experience, Leadership

Cull The List From what I hear from firms and consultants to firms, it seems that leaders are taking seriously their client lists. Many report that they are examining their clients to determine whether they are right for their firm. It’s an excellent exercise and an...

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Category: Business, Client Experience, Leadership, Personal Management

The Dreaded Fee Question

Be Available

Positive Client Relationships From The Start

Reduce Client Delays A Better Way

Making Situations More Difficult

Those Difficult Clients

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