The Power of Questions
It’s time to leverage the power of questions – great access to all your “low hanging fruit.” The purpose of questions is to highlight any issues…
13 Steps to Better Client Relationships
Building relationships with clients can be done using the same behaviors that we use when building friendships and courting our spouse or significant other. Consider these 12 tips to build better client relationships.
Six Powerful Lessons When Dealing with Complaints
How to handle complaints – or maybe I could refer to them as feedback – the breakfast of champions. We will continue with our 6 rules as to how to best handle complaints.
How to Handle Complaints Better
There are two common views of complaints: The more common view is that complaints are a disease to be avoided at all costs. People, firms, and…
Client Onboarding – An Aspect of Client Service that Needs Improving? (3 of 3)
In this third and final series of articles on Client Onboarding (CO) we take a deep dive into rapid growth clients and a number of technology options.
Client Onboarding – An Aspect of Client Service That Needs Improving? (2 of 3)
Here we continue to look at a wide range of client onboarding actions, including thanking any referral source and more.
Client Onboarding – An Aspect of Client Service that Needs Improving? (1 of 3)
In this first of two articles on Client Onboarding we start by exploring an aspect of firm management that has evolved exponentially in recent years.
Is it Time to Fire a Few Clients?
With a finite amount of time and resources, not to mention the staffing crisis and desire for work-life balance, you want to be sure you are investing in your best clients. Perhaps this is the year you’ll fire a few bad ones.