It’s the time of year where everyone is sick. It’s not unlikely you’re reading this to the sounds of coughing fits and sneezing attacks in the background. It’s also a time you might be reconsidering your firm’s sick day policy heading into 2014.
Telling clients you appreciate them goes a long way in building loyalty. Follow these gift-giving tips for the holidays or during busy season and make all of your client meetings a little more rewarding.
Followership is the key to leadership. In the past, the culture of being a follower was falling in line, which was interpreted as being quiet and doing what you were told. Today, organizations that seek followership do so for much different reasons.
Participating in social media is rapidly becoming a necessity for businesses. In 2013, we're seeing discussions among business owners shifting away from why to participate to where and how to get involved.
Have you ever wondered why almost every retailer has some variation of a customer loyalty program? Research studies have proven time and again that loyal clients spend more and provide free word-of-mouth advertising.
Your firm's brand is the image that is continuously presented to the outside world, customers, prospects, and the greater community your small business serves. The process of branding your firm is about leveraging who and what your business is known for - your brand is your business identity.
Handling a client meeting with professional efficiency does not mean ticking through agenda items with military precision. The meeting needs to be handled with efficiency and finesse. Preplanning ensures the meeting will be productive and efficiently managed.
Knowing just how satisfied clients are with your services might be difficult if not impossible to gauge on a daily basis. For accountants, recognizing whether clients are considering shifting to another service provider is not always blatantly obvious.
To ensure a new client audition is successful, you must know the profile of your existing client base. Knowing why your most successful clients are a positive fit for your business will help you weed out potential clients who would not be a good fit.
Being able to offer sound financial planning advice for clients will require an accountant to gain certification, designation as a financial advisor, or to partner with someone who can be entrusted to serve clients well in this area.
Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
When you know who your competitors are and what services they provide, you can better plan your marketing efforts and messaging to stand out among your peers. A quick review of competitors' websites will reveal a lot.
Using the Web for marketing is popular for good reason. There are many low-cost tactics that require little to no cash outlay, such as e-mail and social media. All marketing initiatives take time, and these options are no exception.
Branding your firm means putting your firm’s reputation, people, expertise, and knowledge in front of clients and prospects. It means building new relationships, strengthening old ones, and working to keep your firm in people's minds.