If you want to know how to create a sticky relationship, just out my 4 top tips in the below podcast episode:
0:40 – What is a sticky client relationship?
1:05 – Tip 1: Create a productized offer that provides value throughout the year rather just once a year
3:23 – Tip 2: Surround your clients with more services, starting with bookkeeping
4:10 – Tip 3: Goal setting (and there’s an app for that for accounting firms)
6:13 – Tip 4: Frequent check-ins
7:05 – Want more tips like this? Join 1000’s of other firm owners who sign up for my weekly newsletter for exclusive weekly tips sent right to their inbox.