CPA Growth Trends, Marketing

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!

The Client Experience: A Strategic Approach From Engagement To Retention

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.

Understanding Customer Experience

Taking the time to understand and improve client experience can impact your firm’s bottom line.

Using Client Satisfaction Surveys to Improve Your Firm’s Client Experience

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.

Business Development Through the Client Experience Lens

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.

The Magic of Courageous Cross-Servicing

Cross-selling between service lines can often be overlooked but is an easy tactic to improve the client experience.


About Olivia Collins

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