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Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting ways with revenue-generating clients. This concern is valid in a profession where client retention is traditionally equated with firm stability and success. However, I propose a shift in perspective: moving from the notion of client filtering to a strategy of revenue replacement. This approach isn’t about reducing client numbers (althoug

Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...

Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...

There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm leaders must work around or manage. However, with a change in mindset, we can begin bridging the generational gap and use it as a strategic advantage in business development and growth. 5 generations in the workplace First, let's look at the five generations that make up the modern workforce, with characteristics of each according to the S

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...