Client Retention

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Jun 17 2020

Inspired Ideas Podcast – Episode 8: Evolving to An Advisory, Difference Making Culture with Aaron Ackerman

2020-06-18T11:08:45-05:00June 17th, 2020|Inspired Ideas, Inspired Ideas Podcast, Sales|

Episode 8 of our Inspired Ideas Podcast series features a discussion between Brianna Johnson, ConvergenceCoaching consultant, and Aaron Ackerman, Partner at HoganTaylor, and a graduate of our Transformational Leadership Program™ (TLP). In this episode, Brianna and Aaron explore the original goals and progression of what started as Aaron’s TLP project - weaving business development into [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, 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 [...]

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