Client Transition and Retention Tips

Much of the same communication points for staff hold true when announcing a merger to your clients. There are a few different twists obviously. Client retention has its foundation in the reasons a client chose you or your firm to provide services to them. A client selects a firm based on chemistry between client and […]

Staff Transition and Retention Tips

The comfort and continuity of a transition begins and ends with one word – COMMUNICATION. How you communicate the benefits and advantages of the merger or sales of your practice to staff and clients will produce a ripple effect that cannot be stopped. If the communication is done poorly or is incomplete the staff will […]