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6 steps to maximize referrals

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female executive greeting couplehow to foster opportunities from your wealthiest clients.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.

more: it’s all about your wealthy clients | conviction + process + expertise = your next $5 million | a high-net-worth practice in four steps | don’t ignore life insurance | adultery and other messy situations | how to attract the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.
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help! key staffer refuses to supervise people

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businessman with hand extended in "no" gesture4 ways to deal with it.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a key staff person who does not like supervising people. he says he can do everything faster and better than anyone else and doesn’t want to take the time to teach someone who, he says, won’t do it as well. he is a workhorse and spends anywhere from 50 to 60 hours a week all year round. what do i do?

more: 44 key attributes for assessing staffers | reasons to drop your book of business | are you marketing for 2022 yet? | stop drowning in client documents | make more money starting now | the wrong way to look for staff | strategic planning for the small firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: he told me his firm consists of 10 staff and one owner and this person is indispensible to him, but he (the owner)
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accounting is a profession, not an industry

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accountant. calculator and hand isolated over white.

“a profession by any other name…” (with apologies to william shakespeare).

by steven e. sacks
the new fundamentals

profession: n. calling requiring specialized knowledge and often long and intensive academic preparation.

maybe i am just cranky, or maybe i have a valid point. far too often i hear accounting referred to as an industry rather than a profession.

more: would you buy your own services? | the future of the accounting profession | avoid last-minute deal making | business is about relationships | can a cpa firm be different in a changing market? | a rapidly changing business environment requires flexibility

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s be honest. accounting is a profession that requires years of study and experience, culminating– if one desires – in a cpa credential after successfully passing an arduous two-day, four-part online exam.

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