by Dale Crosby | Aug 7, 2017 | Blog, Communication Skills
As accounting and advisory firms become more integrated with multidisciplinary services, there’s been a stronger focus on internal collaboration – the sharing of knowledge and information – to improve the delivery of services to clients. For example, it makes...
by Dale Crosby | Jun 4, 2017 | Blog, Communication Skills, Practice Management
There’s no doubt that technology and outsourcing are both having a significant impact on the way that financial data is collected, processed, analysed and delivered to clients. Larger accounting firms have been quick to embrace both technology and outsourcing in the...
by Dale Crosby | Jan 2, 2017 | Blog, Client Management, Communication Skills
We’re all familiar with the refrain that clients want ‘more listening, more advice, more support in reaching their financial goals.’ However, we also know that, in reality, many of our clients will not pay for additional services, even when we can see that they need...
by Dale Crosby | Nov 11, 2016 | Blog, Business Advisory Services, Communication Skills
Are you a salesperson? If you’re like most other people working in accounting firms, the answer is probably no! You feel uncomfortable with selling, even with the word ‘sales’ which implies something cheesy or even slimy. And of course, if you feel uncomfortable with...
by Dale Crosby | Nov 2, 2016 | Blog, Business Advisory Services, Communication Skills, Practice Management, Technology
A key factor contributing to the slow rate of uptake of advisory services, particularly in smaller accounting firms, has been the perception that it’s very difficult to systemise advice. As a result, partners end up doing much of this ‘high-end’ work, meaning that the...
by Dale Crosby | Oct 30, 2016 | Blog, Communication Skills
In our increasingly digital world, it often feels that communication is drifting away from face to face discussions to an over-reliance on emails, SMS and online social networks to get our message across to others. This is causing significant challenges in the...
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