Client Relationships
This is crucial for understanding your clients’ needs and providing personalized service.
What is building a strong “team” relationship?
These unique aspects of your personal brand help differentiate you and let others know what you are able to assist with.
What are differentiators?
Attending these can help you connect with potential clients and industry peers.
What are industry events?
Knowing this about your clients can help you expand your service offerings.
What are our client’s needs?
This type of marketing involves creating and sharing valuable content to attract clients.
What is content marketing? (Changing to a new provider)
Sending this after every meeting helps maintain personalized service.
What is a memo?
Sharing this with others helps in building your reputation.
What is your brand?
Joining these groups can expand your professional network.
What are professional groups?
Expanding these to each client can increase satisfaction and revenue.
What are service offerings?
Utilizing this online platform can help reach potential clients and retain current clients.
What is the website?
This type of communication is essential for maintaining strong client relationships and making sure everyone understands what is needed.
What is open and regular communication?
Letting others know about these can attract clients from specific sectors.
What are the industries you can assist in?
Having these with targeted referral sources can strengthen your network.
What are coffee/lunch meetings?
This is the minimum number of service offerings you should aim to provide each client.
What is two?
Engaging on these platforms can enhance your professional visibility.
What is social media?
Helping clients understand this aspect of the relationship can improve collaboration and help them understand what they need to provide to ensure great service from us.
What is their role in the relationship?
Informing others about these can help them understand the range of your services.
What are the services you can provide?
This activity is essential for building a robust professional network.
What is networking?
This service involves managing clients’ wealth and is a service offering we can all offer to our clients. We can let Scott and Wendy know of any referrals for this service.
What is Wealth Management (WM)?
Hosting these online events can showcase your expertise to potential and current clients.
What are webinars?
Truly getting to know your clients helps in providing this type of service and helps build a strong lasting relationship.
What is personalized service?
Identifying whether you are a finder, minder, or grinder helps in this aspect of branding.
What is letting others know your role?
This group is often targeted for networking to build future business relationships for all who are just getting started in their career and for up to 10 years of being a CPA.
What is YPG (Young Professionals Group)?
This service involves providing outsourced financial management to clients and passing on referrals for this service to Melaina.
What is Outsource Controller?
Writing these can help establish yourself as a thought leader and specialist in the firm.
What are blogs?