Partners and managers in public practice want to provide more ongoing feedback to business clients. However, they struggle with a lack of time to deliver more services and resistance from clients to pay for advice.
In our brand new eBook, author Dale Crosby discusses How to Transition your firm to Compliance + Advice using Periodic Reporting. With over 15 years in Practice and a passion for developing processes that deploy technology, Dale has insight and practical advice that is not to be missed!
DOWNLOAD THE eBOOK NOW and you’ll gain valuable actionable insights about:
- What your clients really want
- Why Periodic Reporting is an obvious starting point
- Common challenges in transitioning, faced by firms just like yours
- 7 key practical steps guiding you on where to start
Clearly defined actions – so there are no excuses!
A strategic, energetic and data-driven marketing and program leader who embraces innovation and has a deep understanding of the customer-led, digital transformation happening in the current market. I have an outstanding track record of delivering results by balancing new customer acquistion and retention activities through empowering & driving excellence across diverse teams.