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Client Meetings are a core daily activity of any accounting firm - but how effective are they being run? Today I discuss ways to:
- IMPROVE the quality and insights from each meeting including talking to clients about future goals,
- asking for feedback [good and bad],
- pricing,
- scope stretch,
- value register,
- stop selling start helping, and
- burning issues
Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm
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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com
By Brad TurvilleClient Meetings are a core daily activity of any accounting firm - but how effective are they being run? Today I discuss ways to:
- IMPROVE the quality and insights from each meeting including talking to clients about future goals,
- asking for feedback [good and bad],
- pricing,
- scope stretch,
- value register,
- stop selling start helping, and
- burning issues
Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm
------------------
For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com