Tag Results: strategy
These are the entries tagged with strategy
Most firms claim to provide excellent client service, but they fail to be intentional about it. In this joint presentation, Inavero’s Eric Gregg and Rainmaker’s Adelaide Ness will explore why service quality matters; the impact it can have on factors such as retention, differentiation, and client acquisition; and how to measure it with Net Promoter Score methodology.
Added: August 30, 2018 - 4:03 PM / Views: 267
Because millennials are our future clients, as well as our current and future staff, leadership needs to understand where they are coming from so they can identify how best to work with them. Read more to learn more about what millennials bring to the table.
Added: August 30, 2018 - 3:12 PM / Views: 384
This planning tool defines your current and future state so that you can better understand potential gaps and opportunities in the present state.
Added: August 09, 2018 - 2:55 PM / Views: 278
We’ve all been stuck in a bad meeting. You arrive on time only to have the meeting start 10 minutes late. The agenda? Unclear. The person in charge? Also. Some people start to offer ideas, others shoot them down. Nothing is really decided and the meeting wraps up, as you silently lament the lost hour. There is a better way.
Added: July 16, 2018 - 3:35 PM / Views: 299
Want to set some goals, but don't know where to start?
Added: July 10, 2018 - 2:50 PM / Views: 306
Accounting firm leadership continues to struggle with effective succession planning execution. Many firm leaders are neither confident in the business development skills in their firms nor sure what to do about succession. Creating a growth culture is the answer.
Added: June 14, 2018 - 11:00 AM / Views: 404
"It's not what you know, it's who you know, that's important." Click here to find out why.
Added: April 19, 2018 - 3:03 PM / Views: 384
When firms implement Five Star Client Service, targeted teamwork and fully integrated process involvement are invaluable results. The Five Star Client Service program helps firms build loyalty and trust with their clients, deter client loss to competitors, and produce immediate, numerous and invaluable in-house benefits.
Added: January 12, 2018 - 9:17 AM / Views: 322