April 2022

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April 18, 2022 

The Future of Virtual Meetings

Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...

Gail Perry

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March 23, 2022 

Why You Need a Clear Client Communication Policy

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

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March 23, 2022 

How to Nurture Clients Through a Technology Change

Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.

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March 13, 2022 

4 Growth Strategies that Support Your Team

When you’re worried about holding on to your talent, creating new business opportunities might not be top of mind. But I feel strongly that if you focus on these four things, you can positively impact your people while setting the firm up for growth.

Jon Hubbard