The decision on handling existing clients when transition to an
advisory centric firm comes up with predictable regularity. Hear
some insights on how this scenario presents a true win-win
opportunity for those clients.
About the Podcast
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspire!
Learn more about Practice Forward at http://tax.tr.com/practice-forward