In this brief video, Sageworks senior consultant Peter Brown discusses how to win new clients for your firm. Brown provides insight on how to keep your firm on top by looking into the future and identifying key factors that will help you win new clients.
This clip is from a Sageworks’ webinar entitled “How will you win your next new client?” In this webinar, Brown points out that 35 percent of clients chose a firm based on their expertise and specialization, while 22 percent chose a firm based on an existing relationship. He suggests breaking your firm down into specialized teams in order to differentiate from competitors. Watch the full on-demand webinar.