Articles of Interest: Client Experience
Are you launching a client experience program at your firm or looking to learn more about the client experience hype everyone is talking about? Look at these trending articles focused on client experience to learn more!
This article focuses on the client journey from engagement to retention and emphasizes that retaining a client is just as important as the initial engagement. It dives into the strategic approach for the client journey.
Taking the time to understand and improve client experience can impact your firm’s bottom line.
Client satisfaction surveys are a fairly common tool among most accounting and advisory firms. This article focuses on what comprises a survey, including the NPS score and how to improve your current survey and focus on new client needs.
This article focuses on client experience-focused development opportunities. Client emotions, authenticity, storytelling, and active listening all play a part in developing meaningful client connections.
Cross-selling between service lines can often be overlooked but is an easy tactic to improve the client experience.
About Olivia Collins
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.