Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...
While part one established the strategic value of defining target client profiles and building a thoughtful client segmentation model, the real transformation begins when firms put those insights into ...
When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...
Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...
Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client ...
Customer relationship management software provider and Microsoft Dynamics partner Client Profiles has released CRM4Accounting, a Dynamics CRM-based product tailored specifically for the accounting ...
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