Posts by Deanna Herr
Does your firm need a CGO?
Governance Series: Key Success Factors for Better Governance
Governance Series: Navigating Partnership Change with Purpose
Governance Series: Implementing Operating Models in Your Firm
The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation
Written by: Sarah Johsnon Dobek Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for sustainable firm growth. Modern segmentation must evaluate more than revenue, factoring in fit, ease, potential, referrals, and profitability. Advances in AI, automation, and outsourcing have made it possible to serve smaller clients profitably again. …
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