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Dining

Dining with the Client

Podcast: Play in new window | Download (Duration: 23:35 — 32.5MB) | Embed

We have discussed the importance of developing relationships with the client to become a client’s trusted advisor. One of the most awkward of situations is when you finally have to sit down and enjoy a meal with the client. In this week’s podcast, we’ll discuss some of the do’s and don’ts involved with dining with […]

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Clients always have a delicate balancing act to maintain between their firm and the client

Balancing firm standards with the client’s

Podcast: Play in new window | Download (Duration: 19:58 — 27.5MB) | Embed

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Consultants are brought in by a client for many reasons and one of the key reasons is their expertise and methodology. Most firms have their own standards and the consultant needs to develop a balance between following the client’s standards and the firm’s standards that the client may want to adapt. What are the types […]

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