Posts Tagged ‘clients’
Be the Firm You Want to Be
Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not. The business case for change is that firms that continue to do things as they have always done at some point will…
Read MoreWhen Should You Commence the Execution of Your Succession Plan
A key factor in successful transition of clients, as a partner moves toward retirement, is how dependent the client has become on the individual, rather than dependent upon the firm. In most firms, retirement benefits for partners are dependent upon the number of clients that remain with the firm. So, it is important that you…
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