You cannot sell additional services or premium priced services to a client until you understand that client’s business, needs and goals. Until you spend some time talking with a client you have no way of knowing s/he needs key wealth management services or premium accounting services.

Here is the bottom line: you need face-to-face time with a client – whether that happens in your office, his/her office, or in a coffee shop or restaurant – if you want to build an increasingly important and profitable relationship with him or her. One way to accomplish this is to have your better clients come in to your office during busy season to discuss their taxes.

Does your team need training or support in building or managing client relationships? Do they know how to sell premium accounting services and other programs available through your firm? Call us at 732-397-8489 to schedule a consultation.