As your firm gears up for the busy season, whether defined by annual reports, earnings statements or tax returns, you need a process to ensure everything is completed. All professional and financial services firms should have a clear process in place that not only keeps everyone on track, but also ensures that no one overlooks any important steps.Without a process, steps can be skipped, opportunities will be overlooked, changes will be ignored and clients can be under-served by the firm. The process should be simple and clear. Too much process becomes a burden and will be ignored by some. Too little process will miss important questions or steps. Keep in mind that a bad process is always better than no process.
We encourage you to invest an hour or two now in building a process for sales and marketing to existing clients. Share it with all employees of the firm. Together you can cross-sell and discover new opportunities to provide better service to your clients and to grow your practice during the coming busy season.
If you need help building the process, call us at 732-297-8489.
