C-Suite IMPACT’s Post

Want to transform client relationships to help grow your business? Here’s how: 1. Develop Processes 2. Delegate Activities 3. Define Client Ownership Processes help create a consistent client experience. $500/hour staff shouldn’t be doing $50/hour work! Not the advisor's client → it's the company's client. These steps not only improve scalability but also enhance the client experience. I can’t wait to implement some of these strategies at Cornerstone Advisory Group! #FinancialAdvisors #FinancialPlanning #SmallBusiness #ClientExperience

See what was discussed at the Boomer Technology Circle Summit. From topics like new client onboarding processes, 25 trends, and automation. https://lnkd.in/g74fnwKi #cpa #accounting #technology

“Today’s clients crave real-time, personalized and value-rich information that can help them make more informed decisions. By bridging the gap between technological potential and effective communication, accountants have a golden opportunity to not only retain clients but also increase their value and scale their business.” You can begin bridging the gap by: • Getting the Right Message to the Right Client at the Right Time. • Building a Client Communication Strategy. • Deciding Frequency Based on Client Value • Leveraging Technological Tools Read more from this article, from our partners at Dext, on how to build high-impact communication and grow your client base. - https://lnkd.in/dEAdXFYn #ClientCommunication #ValueRichInformation #AccountantStrategies #ClientRetention #BusinessScaling #TechnologyInAccounting #GustoPartners #GustoforAccountants

🚀 Exciting News! 🚀 Thadison Solutions is NOW accepting new clients for Operations Management & Consulting! Are you ready to elevate your business operations and scale to the next level? ✨ Complimentary Offer: Comment "SYSTEMS" below to claim your FREE System Audit! Let's identify the gaps holding you back and build the foundation for your business success. Spots are limited—secure yours today! #OperationsManagement #BusinessGrowth #Consulting #SystemAudit #ThadisonSolutions

Hey, MassCPAs' Marketing Committee Members!!! Are your clients truly satisfied with your service? When was the last time you asked them for feedback? Join Eric Gregg, founder and CX strategist at ClearlyRated, for an insightful session on CX best practices. Learn how to enhance your client experience using proprietary data on satisfaction drivers for accounting firms and Net Promoter® Score (NPS) benchmarks. Discover how to unlock the potential of your client relationships to drive business growth. Key takeaways: ⭐ Current NPS® benchmarks and trends for the accounting industry ⭐ Findings from ClearlyRated’s research on what drives client satisfaction and loyalty in accounting ⭐ The link between client experience, internal employee experience and business growth for accounting firms Register here: https://lnkd.in/egGTtAjG Reach out to Logan Luongo or myself with any questions or topics that you would like to see covered in future committee meetings. #AccountingMarketing #ClientExperience #NPSScores #StrategicGrowth

Some of our potential clients ask about how we operate as a consulting firm. And the most frequently asked question is: "When is the right time to call BM Consultants for help?". Simple, our duty is to help you resolve problems that require market-driven solutions. #BMConsultants #BusinessConsulting #MarketOrientedSolutions

🌟 Exciting Webinar Alert! 🌟 Are you looking to unlock new revenue streams for your firm? Don't miss out on our upcoming webinar where we delve into the untapped potential of advisory services in your client interactions. Register Here: https://lnkd.in/gZ95iRKE Join Danelle Whaanga and Me the Senior Account Manager as we share insights on leveraging advisory services to drive revenue growth and enhance client relationships. Key Discussion Points: 🔍 Identifying advisory opportunities in daily client conversations 💼 Importance of advisory services in today's economic landscape 🚀 Overcoming obstacles and implementing advisory strategies 📈 Integrating advisory services into your firm's offerings with Spotlight Reporting Register now to secure your spot! Can't make it? No worries - sign up and receive the recording to watch at your convenience. https://lnkd.in/gZ95iRKE #AdvisoryServices #ClientRelationships #RevenueGrowth #Webinar #SpotlightReporting

Complex operations holding your business back? Conwi Consulting can help in simplifying processes to amplify your results. From workflow optimization to resource allocation, we'll help you achieve peak performance. Let's simplify and succeed together! ✨ #SimplifyOperations #AmplifyResults 📷: Headway

See what was discussed at the Boomer Technology Circle meeting. From topics like Outsourcing vs. Automating, Auditing IT Policies and Procedures, and Evolving Workspaces. https://lnkd.in/eRFXTFkM #cpa #accounting #technology

Some of our potential clients ask about how we operate as a consulting firm. And the most frequently asked question is: "When is the right time to call BM Consultants for help?". Simple, our duty is to help you resolve problems that require market-driven solutions. #BMConsultants #BusinessConsulting #MarketOrientedSolutions