I'd be surprised if any accountant would disagree with the fact that client loyalty is the cornerstone of the fees, profits, and capital value of their firm.

Also very few firms would disagree or argue with the fact that the clients that feel loyal to your firm do so because of the quality of the relationship you have with them. 

Very few firms, it seems to me, and in my experience actually track and measure either the quantity or the quality of the client interaction, number of meetings, number of zoom meetings, number of calls etc.

On this Humanise The Numbers podcast, you'll hear David Belbin and I lock horns a little bit.

We talk about Arsene Wenger and about Mike Tyson, and why this is relevant to you and your firm. 
It's relevant, because David brings up a really valuable point I think.

One of his intentions, rather than where he's got to so far, is to build a client score card.

A way of tracking and measuring the effectiveness of the relationship between him and his clients, his team, and his clients.
Check out what David's got to say about the way he and his 24 person firm builds a human interaction with their clients.  How they do it in such a way that they're building the fundamental foundations of great client loyalty and therefore fees, profits and capital value for the future.

 When on this episode page, please scroll down for the contact information for David and to find additional resources mentioned in the podcast. 

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