Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 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 [...]