How to Maximise Client Loyalty and Client Satisfaction Surveys

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

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How to Maximise Client Loyalty and Client Satisfaction Surveys

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Product Description

The most successful accountants we meet are very good at referring clients to their Financial Planner (FP). This may or may not be “in house.”

Most accountants seem to have a “loose” or non-existent relationship and do not have a system for spotting opportunities to add value to their clients.

We have carried out a lot of research and helped many accountants be successful with wealth management (WM) so we thought we would share a few simple reminders about the systems you should put in place to ensure you spot more opportunities to help your clients.

But before we start – here is some food for thought.

Contents:

  • How to achieve your 10% and more
  • How to introduce 5 clients per month per partner to your FP
  • Website Material

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