Taming the Wild Client
After 3 ignored emails, try this
Phone call
Bring these, not just information
Recommendations
Work smarter, not this
Harder
Successful engagements belong to everyone
Collective Ownership
Help a company go public
IPO Readiness
The secret sauce of every client relationship
Trust
Good advisors solve this and what's behind it
The real problem
New acquisition? Do this immediately
Escalate
Sharing this helps everyone win
Knowledge
Need a temporary CFO?
Executive Support
The animal clients were compared to during training
Dog
The "Great" version of responding
Anticipating Needs
Strong boundaries improve this
Service Quality
Forget this in a handoff and regret it later
Context
Due diligence lives here
M&A Services
The quarterly meeting that prevents chaos
Kickoff Call
Don't just find issues. Do this
Prevent Them
"I'll get it tonight" should become this
Realistic Timeline
Clients shouldn't notice this difference
Workstream
PFICs, returns, and tax headaches
Tax Services
When clients call you before Google
Trusted Advisor
Clients hire expertise. They stay for this
Trust
Most bottlenecks are discovered too _____
Late
Continuity. Communication. And this
Collaboration
According to the slides, we do this
Everything (Within Reason)