“A culture that doesn't have clients leaving and doesn't have people leaving is really, I think a root of the tree that is best of the best”
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Sean Taylor
The INSIDE Public Accounting Podcast ·
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Fired toxic clients and employees quickly to preserve culture and client experience
“A culture that doesn't have clients leaving and doesn't have people leaving is really, I think a root of the tree that is best of the best”
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
“We have what we call the research assistant that allows clients and financial consultants to get access to… what happened in 2022? 2023?… very quickly”
“She has really worked hard on helping understand the gross margins per employee, but also per client… some of the clients that we like the most are also our least efficient”
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