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Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau
Manage episode 356681817 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Some clients can be pains in the neck, so how do you know if it’s time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
102 episodes
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Manage episode 356681817 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Some clients can be pains in the neck, so how do you know if it’s time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Similar to The Abundant Accountant
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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