Effectively managing your firm's client base is critical to increasing profitability. But how do you get there? Client grading, profile building, nicheing, acceptance policies, cross serving initiatives, cultivation of referral sources, transitioning clients out, etc., etc., etc. It can seem extremely daunting. But by methodically and purposefully defining the clients to which your firm should be providing services, even if means firing some of them, you can -- and will -- increase the profitability of your firm.
In this session you will learn how to determine the most profitable clients your firm currently serves, how to keep them, how to get more like them and how to let go of the ones that are draining time and energy out of your people.
National Director | BD & Marketing Learning and Knowledge Management Leader,
BDO USA, LLP