In this episode of The Modern Firm® podcast, Darren Root and John Mitchell consider the impact of identifying and holistically serving your firm’s ideal clients. Darren and John talk candidly about the challenges a firm faces when it hasn’t yet clearly defined and managed its client list, and they also discuss the power of identifying your ideal client.

Smart Client Management (Ep. 3)

The hot-topic podcast where firms, thought leaders, influencers, and research nerds converge, collaborate, speak out and dig into common challenges impacting accounting firms. We ask the critical questions on topics that matter—from the pipeline shortage and security threats to the “how–the–hell–can–anyone–keep–up” pace of technology change—and then work to amplify actionable guidance and takeaways for firms. Join TJ Lewis and other dedicated industry champions who all have a single, focused goal: Moving the profession forward.

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The hot-topic podcast where firms, thought leaders, influencers, and research nerds converge, collaborate, speak out and dig into common challenges impacting accounting firms. We ask the critical questions on topics that matter—from the pipeline shortage and security threats to the “how–the–hell–can–anyone–keep–up” pace of technology change—and then work to amplify actionable guidance and takeaways for firms. Join TJ Lewis and other dedicated industry champions who all have a single, focused goal: Moving the profession forward.

The&nbsp;hot-topic podcast where&nbsp;firms,&nbsp;thought leaders,&nbsp;influencers,&nbsp;and&nbsp;research nerds&nbsp;converge,&nbsp;collaborate,&nbsp;speak out&nbsp;and dig into&nbsp;common challenges&nbsp;impacting&nbsp;accounting firms.&nbsp;We&nbsp;ask&nbsp;the&nbsp;critical&nbsp;questions&nbsp;on topics that matter—from&nbsp;the&nbsp;pipeline&nbsp;shortage&nbsp;and&nbsp;security&nbsp;threats&nbsp;to&nbsp;the&nbsp;“how–the–hell–can–anyone–keep–up”&nbsp;pace of technology change—and then work to&nbsp;amplify&nbsp;actionable&nbsp;guidance and&nbsp;takeaways&nbsp;for firms.&nbsp;Join&nbsp;TJ Lewis and other&nbsp;dedicated industry champions&nbsp;who all have&nbsp;a single,&nbsp;focused&nbsp;goal: Moving the profession forward.

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Smart Client Management (Ep. 3)

Smart Client Management (Ep. 3)

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