Jason On Firms Podcast 370 How To Make the Clients You Already Have Better!
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Nov 22, 2024 Nurturing existing client relationships can be more rewarding than finding new ones. Discover how to evaluate client value for sustainable success while avoiding low-value engagements. Entrepreneurs redefine professional value by focusing on real solutions over traditional credentials. Visibility and community involvement can drive growth for small accounting firms, especially with subscription-based models. Finally, establishing boundaries with clients is crucial for improving relationships and modernizing firms.
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Define Your Ideal Client
- Define "great clients" based on your own values and goals, not external pressures.
- Run your firm in a way that aligns with your personal and professional vision.
Time Freedom vs. More Money
- Money's impact on happiness diminishes after a certain point.
- Prioritize time freedom over excessive financial growth.
Become a Better Advisor
- Enhance client relationships and demonstrate the value you provide.
- Position yourself as a valuable advisor, not just a bookkeeper or tax preparer.