These days, winning and retaining clients is not that straightforward. Often, clients need reasons to stay with a firm. They want to feel valued. This is why a growing number of firms are seeing the benefits of building a client-centric culture.
Rise of the client manager
14th Nov 2017
These days, winning and retaining clients is not that straightforward. Often, clients need reasons to stay with a firm. They want to feel...
27th Nov 2017
Losing a client is never easy. But rather than taking it on the chin, practitioners have used exit interviews to flip client departures...
4th Dec 2017
As accountants spend another tax return season shepherding clients, the role of a client manager could be the gatekeeper that keeps firms...
8th Sep 2017
Trent McLaren concludes his two-part serie s exploring the art of customer experience by focussing on the most important part of the...
1st Sep 2017
In the first of a two-part series, Trent McLaren explains how accountants can strengthen client relationships through the art of refining...