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6 Positioning Blunders Appraisers Make

Steps to Immediately Take Before Focusing on Marketing In this month’s article, Rod Burkert details six positioning and marketing blunders too many appraisers are making with respect to building and growing a BVFLS practice. I just passed the seven-year milestone of launching my coaching career. And I have to say (as someone else has previously said), “I know a thing or two because I have seen a thing or tw ...

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Back to Basics

Be a Trusted Advisor Valuation analysts are in a unique position to help their clients. Most business owners have never looked at their business the way a valuation professional does. If the valuation analyst does a yearly check-up or checks in with their clients but does not include a discussion or a strategy to build value in their business, perhaps it should. This is an opportunity to expand the work bas ...

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When Clients Don’t Buy What a CPA Firm is Selling

Charles Green has posted an interesting thought-piece over at the Trusted Advisor site: When clients don’t buy what a CPA firm is selling, it’s unlikely that they don’t want what you’re selling. More likely it’s that they’re not buying how the service is being sold. For example, a potential client is talking with several accounting firms about a significant assignment. One firm has expertise in that area an ...

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