Client Retention

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May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-06:00May 29th, 2019|Client Retention, Communication, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

May 24 2017

Maintaining Rapport and Trust In a Virtual World

2017-05-24T13:14:47-06:00May 24th, 2017|Anytime Anywhere Work™, Client Retention, Communication, Personal Development|

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections [...]

Mar 22 2017

Moving from Transactional to Transformational Client Service

2017-03-22T09:42:08-06:00March 22nd, 2017|Client Retention, Leadership, Personal Development, Transformational Leadership|

Most of us, if asked, would say that we are committed to delivering exceptional client service. However, when asked what exceptional client service looks like, we hear things like “delivering the engagement on time (or early) and within (or under) budget” and “being available and responsive to client requests and questions.” I assert those represent [...]

Apr 6 2016

ConvergenceCoaching Turns “Sweet 16!”

2016-04-06T09:06:14-06:00April 6th, 2016|Client Retention, Communication, HR/Organizational Development, Leadership, Personal Development|

Wow! It is hard to believe that on April 1, our ConvergenceCoaching team celebrated our 16th anniversary. What a wonderful and blessed journey we’ve enjoyed so far! Since co-founding our firm with my dear friend, Jim Metzler to growing to an 11-member team focused on making life-changing differences for our clients, I am so grateful [...]

Mar 2 2016

What Are Your Business Model Deal-Breakers? Six Non-Negotiables to Consider

2016-03-02T10:09:22-06:00March 2nd, 2016|Client Retention, Governance/Decision Making, Leadership|

There’s a lot of talk these days about the need for a new public accounting business model. In fact, we’re spending a lot of time ourselves driving change to many fundamental business model elements including pushing for not-to-exceed pricing, unlimited paid time off and uber-flexibility, and turning over the reins to younger leaders earlier. And [...]

Feb 12 2016

What Grade Would Your Clients Earn?

2016-02-12T15:31:19-06:00February 12th, 2016|Client Retention, Communication, Leadership, Succession|

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is [...]

Oct 21 2015

Tried and True Referral Relationship Tenets – And a New Idea!

2015-10-21T13:17:57-06:00October 21st, 2015|Client Retention, Sales|

As firms focus on growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to develop and nurture and are built on a foundation of trust that we tend to protect like a parent protects their children. Because we hold referral relationships so dear [...]

Oct 7 2015

Transition is All Around Us

2015-10-07T14:16:45-06:00October 7th, 2015|Client Retention, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Personal Development, Succession|

Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the [...]

Jun 5 2015

Four Activities To Boost Your Personal Brand

2015-06-05T16:13:43-06:00June 5th, 2015|Client Retention, Communication, Leadership, Marketing, Personal Development, Social Networking|

Your personal brand is your “professional reputation.” It’s affected by the way that you present yourself – your skills, knowledge and technical expertise – and how others (colleagues, clients, prospects and even personal connections) perceive you in return. We recently held a web seminar on the topic of “Personal Marketing Strategies for Summer” where we [...]

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