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Firm of the Future Team

How to Ask Your Clients for Good Referrals

Get strategic advice for getting better client referrals to grow your business.

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Katie Tolin

It's Not Too Late to Get Tax Clients

Just because it's tax season doesn't mean it's time to stop recruiting clients for your firm; get a set of practical tips from marketing expert Katie Tolin.

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Ron Baker

Ask Ron Baker: Firing Customers

Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker.

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Rebecca Kelley, CPA

5 Strategies to Attract Ideal Clients for Your Practice

Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality clients.

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Ingrid Edstrom

How to Ensure a Potential Client Is a Good Fit

Before meeting with a client for the first time, you want to feel confident that this new relationship has the potential of being a good fit. See what the team at Polymath does to ensure a love connection.  

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Ian Vacin

Effective Client Onboarding Strategies for Your Practice

Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.

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Ingrid Edstrom

How to Streamline the Complicated Parts of Client Relationships

At Polymath LLC we are working to develop systems that are repeatable, consistent, and effective across our diverse client relationships. One of our favorites is our Discovery Phase Checklist. 

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Gregg Bossen

9+ Creative Ways to Attract and Retain Clients

Try these proven tips from Gregg Bossen to find and keep more clients.

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Ingrid Edstrom

4 Reasons to Have a New Client Checklist

When doing a free one hour consultation to anyone who requested one was not productive, Polymath LLC developed an online request form to be the first step in developing a relationship. Read about very positive benefits they've seen.

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Finding & Keeping Your Dream Accounting Clients Through Social Media

Learn how accountants can build an online presence by establishing a niche, which attracts prospects ideal for the practice.

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Diana Mackie

LinkedIn Tips Just For Accountants

For accountants and other professionals, LinkedIn is one of the top sites prospective clients use to research their background and the services they provide. Learn about the key items to keep updated on your LinkedIn profile.

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Darren Root

7 Steps for Starting New Clients

There is new, powerful evidence that the customer is shifting and that customer experience is driving buying decisions. Learn how accountants can begin to focus on creating a great client experience.

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Jeff Borschowa

4 Key Trends Shaping the Transformation of the Accounting Industry

Learn about four key trends that will result in the complete transformation of the accounting industry.

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Bryan Cytron

Using the 21 Principles of Persuasion to Acquire Clients

Learn how the art of persuasion and influence can help businesses get ahead. See the 21 principles of persuasion.

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Sabrina Parsons

Strategies to Help Your Accounting Clients Grow Faster

Get strategies to become your clients' trusted advisor and help them grow their businesses.

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Greg Buck

Getting Accounting & Bookkeeping Clients to Adapt

Do you think your clients aren't ready for this paperless thing? Think again. Read how one accountant got his most stubborn client to adapt.

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Laura Madeira

Reaping the Benefits of Being a Generalist or Specialist

Consultants, would you classify yourself as generalist or specialist? Learn how to benefit from either.

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Scott H. Cytron

How to Use Low-Touch Methods to Find New Clients

While there are lots of ways to market your services, I believe “low-touch” methods are the best to find new clients. Learn this effective strategy, which works time and time again, and often at lower cost.

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