SUMMARY

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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Brad Turville

Brad Turville

Consultant | I help professional service businesses fast track their growth by working smarter not harder.