client service opportunities

don’t be cheap or lazy with client communications

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by hank berkowitz
wealth management

as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?

more: the most effective channels for advisors, personal financial planning, client service opportunities, growth & marketing

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jim marty: building a national cpa firm for the cannabis industry

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plants growing out of ever taller stacks of coins in dirt

numerous meetings with the irs deductions on the cost of labor for rolling joints.

by liz gold
cannabizcpa.pro

marty

as a cpa in colorado, jim marty saw a need for a large, sophisticated accounting firm to handle the booming cannabis industry. as a result, he designed his longmont, co.-based firm, bridge west cpas – focused solely on cannabis clients – to be acquired. and as it turned out, his plan and the timing were excellent.

more cannabiz: cpa kim walker: ‘we can’t be afraid of diving into marijuana’ | cannabiz cpa: dani espinda chooses option number three | the two crippling compliance issues for cannabis industry | ready or not: cpa firms find new opportunity in booming cannabis industry | irs section 280e & marijuana: tax limbo or hell? | the wild world of weed: tax season never ends

more jim marty: jim marty: the rise of a cannabiz cpa [video]  |  jim marty: the two crippling compliance issues for cannabis industry [video]  |
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but let’s back up a bit: in 2009, marty, who already had a successful traditional cpa firm with a staff of 10 and nearly 1,000 clients, decided to accept cannabusinesses into his clientele.
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define client wants vs. needs

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woman and man shaking hands across a deskbuild looking for opportunity into every job.

by rob nixon

why do clients come to you from another firm? okay, i know you are good and the best accountant around but really – why?

more on strategy: they should all be ‘a class’ clients | your clients on your terms | how much should partners make? | be a history maker | experience doesn’t mean what you think it does | why ‘steady as she goes’ isn’t enough | the final critical traits: how do your tires look? | how to calculate a value price
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

do you ask every client why they left the other firm and chose you? probably not. when it all boils down, clients leave one firm for another for just two reasons:
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