Archive for November 2018

1. Know how to explain simply to clients the products and services your firm offers. Understand both the features and benefits of each product and service from the client’s perspective. 2. Develop your staff’s soft skills in particular basic selling skills. Give them the skills to ask the right questions, handle objections and introduce and…

Well the results are in. We have now completed our technology survey for the 8th year in a row. Some results are predictable such as the dominance of Windows 10 and the rise of Office 365. Some results are encouraging such as the significant increase in adoption by accountants of security measures. Adoption rates for…