The Upstream Leader Podcast Looking Back and Forward: 2024 in Review
14 snips
Dec 23, 2024 The hosts delve into the evolving landscape of the accounting profession, highlighting a shift towards intentional business development. They explore the importance of targeting healthier revenue streams and emphasize intrinsic motivation in employee retention over mere financial incentives. Mentorship is emphasized as crucial for nurturing future leaders, alongside the need for accountability. As they look to 2025, the concept of intentionality and strategic quitting is discussed, encouraging a more purposeful approach to personal and professional growth.
AI Snips
Chapters
Books
Transcript
Episode notes
Intentional Business Development
- Many accounting firms are shifting to a more proactive and intentional approach to business development.
- This shift involves recognizing that waiting for clients is no longer sufficient and that proactive strategies are necessary.
Leverage Existing Clients
- Leverage existing client relationships for intentional growth by cross-selling services and asking for referrals.
- Recognize that clients often discuss your firm with others, creating organic opportunities.
Target Ideal Clients
- Identify your ideal next three to five clients to adopt an anticipatory mindset.
- This proactive approach increases your chances of landing desirable clients and projects.
