Client Retention and Cross-Selling: Mining Gold in Your Own Backyard

Finding new ways to add value for your clients and help them solve problems to achieve their goals is the holy grail of public accounting and critical to retaining clients and growing your firm. Meeting with clients, or mining your existing client base, to understand their needs and uncover how you can address them is essential for the continued success of your firm. In this session, you will:

  • Assess methods to deepen your client relationships and uncover new service opportunities
  • Identify a consistent cross-selling strategy to address your clients’ needs
  • List marketing techniques and activities to ensure client retention
  • Discuss methods for tracking your client prospect opportunities to increase your effectiveness

Leave this session with practical, effective client communications and marketing ideas you can implement in your organization to realize immediate results!

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