Are Your Client Managers Driving Growth—or Are They Holding Your Firm Back?

Are you ready to uncover how your client managers could be impacting loyalty, growth, and profitability?

This assessment helps the leaders of ambitious accountancy firms assess the effectiveness of their client managers across four key areas:  role clarity, client relationships, pricing conversations, and growth contribution. It highlights where teams excel and where underperformance may be affecting loyalty, profitability, and succession. 

When you understand how and where the four key areas can be improved, you'll be able to provide targeted support and development that will lead to stronger business outcomes.

Complete this diagnostic tool to zoom in on the scores for each area specific to your firm. You'll start to build the pathway that will lead to client loyalty, increased profitability, and long term succession for you and your firm.