Author name: Francis Waller

A confidential client interview can produce an excellent testimonial. But the testimonial may not be the most valuable thing it

Clients of small accounting partnerships and solo CPAs are not looking for technical excellence, beyond their financial needs. Those business

When a client is reconsidering their choice in their current services provider, or in the process of short-listing a new

They don’t suddenly decide. “There was something missing. It’s difficult to explain but our relationship with them was just feeling

Business networking is widely recognized as essential for career growth and business development. Yet a significant, often overlooked, barrier prevents

The infographic below illustrates important file and information protections. Financial industry clients need to be able to answer quetions without

Most service providers struggle with the same question: What do I say that will actually resonate with the decision-makers I

There’s a peculiar paradox at the heart of presenting deeply human feedback through an AI. That’s the situation when interviews

That’s a pretty harsh subject line. However, it’s based on a considerable amount of research. The high-value services provider talking