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Client Services

Video: Adventures in Communication

Video: Adventures in Communication

There are 4 generations involved in your business. From the youngest staff or clients to your retiree clients. Learning to communicate effectively across the ages is critical to your success. Watch the video...

Video: Showing Value As Your Clients Enter Retirement

Video: Showing Value As Your Clients Enter Retirement

Have you ever had a client heading into retirement and they start to give you pushback on your fees? If you’re pricing with a retainer model, this can be especially frustrating. It’s the old ”I’m not working anymore, so it’s not as much work and I should pay you less” story. Watch the video...