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Client Retention

Capstone Marketing Blog, Client Retention

5 Often-Overlooked Keys to Client Retention

July 13, 2012 Chris Hudson

Chances are that at least some of your clients are thinking of switching CPA firms. Read 5 Often-Overlooked Keys to Client Retention, from the June 2012 issue of First Choice, pubished by CCH, a Wolters-Kluwer business, where I share key insights from recent industry research and my own real-world experience for keeping high-value clients happy. Enjoy!  

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Capstone Marketing can help create your accounting firm marketing plan, build your CPA firm brand, implement a pricing strategy to help you get paid what you’re worth, generate leads with a content marketing strategy, facilitate your firm retreat, assist with client satisfaction surveys and client retention strategies, and more.

Jean Caragher is one of the accounting industry’s premier marketing consultants, providing marketing ideas for accountants for the past 35 years.

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Capstone Marketing
35246 US HWY 19 N
#225
Palm Harbor, FL 34684
727.210.7306
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