Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Transforming a Family Firm
This chapter explores the journey of a guest who took over their father's traditional accounting firm in Florida and modernized its operations. The conversation delves into the challenges of changing pricing structures, retaining clients, and adapting to a competitive market. Through personal anecdotes, the chapter highlights the importance of communication, client relationships, and a mindset shift from selling to providing value.
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