Making clients click

A great call to action (CTA) can increase client engagement and boost firm conversion rates. It can convince clients to engage in a particular action, such as visiting a firm’s website, or motivate them to make a purchase after viewing a firm’s services or products. Call to actions can be used anywhere to promote a…

The assertive accountant

There are accountants driven to secure good business and careful to keep it from slipping out the back door. There are accountants who are good technical people but who are tentative in marketing situations. And there are accountants who pay lip service to marketing, but who lack the time or inclination to become good marketers.…

Turning client complaints into compliments

Employees frequently concentrate on the positive side of their conversations with clients, and often fear management disapproval if a complaint comes to light. This can often hinder what otherwise might have been healthy and useful criticism. Complaints can show a firm what needs to be changed, so accountants should work hard at generating honest feedback…