by Dale Crosby | Jan 2, 2017 | Blog, Client Management, Communication Skills
We’re all familiar with the refrain that clients want ‘more listening, more advice, more support in reaching their financial goals.’ However, we also know that, in reality, many of our clients will not pay for additional services, even when we can see that they need...
by Dale Crosby | Oct 20, 2016 | Blog, Business Advisory Services, Client Management, Communication Skills, Skills development
Secrets of Successful Business Coaches Many accountants say that they struggle to move from the technical to advisory space in working with business clients. Often, it’s simply lack of confidence that prevents accountants from having deeper and more relevant strategic...
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