Rise of the client manager

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.

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These days, winning and retaining clients is not that straightforward. Often, clients need reasons to stay with a firm. They want to feel...
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Losing a client is never easy. But rather than taking it on the chin, practitioners have used exit interviews to flip client departures...
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As accountants spend another tax return season shepherding clients, the role of a client manager could be the gatekeeper that keeps firms...
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Trent McLaren concludes his two-part serie s exploring the art of customer experience by focussing on the most important part of the...
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In the first of a two-part series, Trent McLaren explains how accountants can strengthen client relationships through the art of refining...