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3 Tips to Reorganize and Strengthen Your Client Relationships This Summer

June 26, 2019

As we become a more technologically advanced society, the high value we place on human interaction has surprisingly remained intact. That’s why now more than ever, many financial companies are integrating human-centered strategies into their business models. From Capital One introducing banking cafes to CPA firms providing more face-to-face advisor experiences, the human touch has now taken center stage in the tech-forward finance and accounting industry. Although companies are making this a priority, CPAs should also take notice. Taking time over the summer slowdown to reflect on your goals and plan ahead are just a few great ways to stand out to your clients and prospects. Read more at CPA Practice Advisor.