Wallet Share listed as a “Good Summer Read”

Accounting Today recently listed our book as a good read for the summer. Check out the article to find their other suggested summer reads.   read more →

08 Jul 2013
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Lee and Tom were guests on the JenningsWire podcast

Listen to Lee and Tom discuss how to access the substantial untapped wealth in your client database and reveal how to create more value for your clients that has them spending more money with you. Listen to the podcast read more →

26 Jun 2013
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Tips for Improving Client Feedback Response Rates

Industry average responses to electronic surveys are in the range of 20-25%. To at least meet, and usually exceed the industry average, we have found the some “best practices” get more clients to respond to an electronic survey. Check them out. read more →

22 Jun 2013
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Do you know why your clients leave?

75% of firms think they lose a proposal or a client over price.  That’s not what the research says.  Check out this article on the subject by Lee Eisenstaedt. read more →

15 Jun 2013
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