Strategic Development, LLC

Clients are different. Are you treating them the same?

by in Client Engagement, Performance Improvement, Strategic Development on Oct. 4, 2011

I was speaking with a small business owner recently and our conversation switched to his CPA.  Though admittedly the business owner wanted help to better understand his business, he expressed frustration over his relationship with his CPA.  His CPA had approached him several times wanting to benchmark his company with others in the industry.  This was the CPAs attempt to help the small business owner beyond the traditional services delivered .

Biggest Challenge and Biggest Opportunity

by in Client Engagement, Client Retention on Sep. 20, 2011

During these slow economic times, clients need more help than ever in understanding and staying focused on their business and personal success drivers.  And while CPAs are perfectly positioned to help their clients, many are providing a disservice by not meeting all their clients’ needs and wants.

 

The Challenge

One of the biggest challenges for CPAs is fulfilling all the wants and needs of current clients.  CPAs have traditionally pushed cross-selling and .

Improving Employee Engagement – Part 1

by in Engagement and Culture on Nov. 22, 2010

With all the talk about the huge potential gain to companies by increasing employee engagement, what can we do?

Research from a number of organizations including Gallup and Towers Perrin continues to reveal just how poor employee engagement is in companies.  Given that people represent the only asset that can be developed to increase productivity, innovation, growth and profitability, seems like an opportunity for all organizations.

Gallup’s research has revealed that:

Client Engagement

by in Client Engagement, Engagement and Culture on Nov. 18, 2010

Client/customer engagement is said to be the future of professional services, and perhaps Gallup’s research supports this claim as well as any other.  And while said to be the future of professional services, customer engagement is also one of the toughest challenges companies face today.

Customer engagement, according to Gallup is, “how to drive success by effectively managing the moments when customers interact with employees.”  While partnering with many of the world’s .

Do you really know your “A” players?

by in Engagement and Culture, Performance Improvement on Nov. 8, 2010

As the general economic conditions improve, and firm growth opportunities present themselves will you be able to count on your best employees to help you?  Reports of high stress, anxiety and overworked employees are more and more common and many companies are facing the horrifying news that their best employees have decided to leave, rather than stay in unrewarding and unfulfilling environments.  A company’s “A” players are lost because their .