Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Explore actions accounting and finance professionals can take to develop and grow client relationships. Receive actionable insights on engaging new and old clients alike. Strained client relationships can harm both the client and the firm’s profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. A science underlying client retention involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs.
