"Everyone's hungry’ everybody is out there trying to catch those leads. We've seen a ton of RFPs go out recently, and one thing we're seeing is that a lot of clients are not going right back with the incumbent. We've been invited to a lot of dances where the incumbents weren't part of the equation or were eliminated quickly because they're looking for new blood. So that really tells you that the RFP process is going to become more and more competitive." - Lauren Minors

The finer details of this episode:

• The slow pipeline and increased competition
•  Retaining clients vs attracting new ones
• Tracking success in RFPs and client feedback 

Episode resources:

• Summit Virtual CFO by Anders website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Home (reasononeinc.com)
• Lauren Minors | LinkedIn