Maximise existing clients - Strategies to grow your firm & provide a better experience
In a growth-focused firm, the attention goes to acquiring new clients, but I suggest you shine a spotlight on current clients. You may be missing opportunities in your existing client base as they may have unmet needs.
Clients that already know, like and trust you may be unaware of all the services and ways you can help them achieve their goals. This opens a great opportunity to further support them and increase firm revenue. The result can be delighted clients, better case studies and increased average client group fees.
In this training, we will cover:
On successful completion of this masterclass, participants should be able to:
Brad Turville is a Director of Modern Firm Practices and specialises in speaking, training and coaching accountants. He is a third-generation accountant, having started, built and sold his own practice.
He is a regular speaker on business development and business improvement, with a focus on running a better business and challenging industry norms.
"Maximising Existing Clients is almost always the best starting place for most firms I help."
Topic: Business Mindset, People & Leadership
Sub-Topic: Business Planning & Analysis, Leadership, Strategy
Format: Recorded Webinar
Proficiency Level: All
CPD: Upto 1.5 hours