Client Meetings are a core daily activity of any accounting firm – but how effective are they being run? Today I discuss ways to IMPROVE the quality and insights from each meeting including:
- talking to clients about future goals,
- asking for feedback [good and bad],
- pricing & scope stretch,
- the value register,
- stop selling start helping, and
- burning issues
Modern Firm Practices – A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm.
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