five client retention tactics you can’t afford to ignore

believe it or not, as “basic” as some client service procedures are to some, they are very unique to others.

cytron

that’s especially true with accountants who have been content for far too long to do business on the golf course or wait for the phone to ring with repeat or new business, according to scott cytron, who runs a marketing agency for accounting vendors.

let’s face facts, he says: in today’s business environment, those who wait for the phone to ring aren’t going to survive for the long haul.

according to scott, here are a few client retention strategies that should not be overlooked: read more →

chris frederiksen: the firm of the future

as basic tax and accounting services become common and commoditized, firms need to start looking for new revenues and business models — starting with wealth management and business benchmarking.

here, a leading consultant to the profession, chris frederiksen, talks about his vision for the firm of the future.
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