According to research, one in seven clients has an unvoiced complaint. Do you know how your clients feel about your firm's service? In today’s episode, Alyson Fieldman, founder of Rockit Results, an independent consulting firm specializing in strategic marketing for high-growth professional services firms, shares her expertise in client experience (CX) and why it is a strategic differentiator in the marketplace. Alyson explains that CX is the sum of all a firm's touchpoints with its cl...
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According to research, one in seven clients has an unvoiced complaint. Do you know how your clients feel about your firm's service? In today’s episode, Alyson Fieldman, founder of Rockit Results, an independent consulting firm specializing in strategic marketing for high-growth professional services firms, shares her expertise in client experience (CX) and why it is a strategic differentiator in the marketplace. Alyson explains that CX is the sum of all a firm's touchpoints with its cl...
Successful Cross-Selling in Professional Services Firms - Timothy Keith
Branch Out - A Podcast from Connection Builders
40 minutes
2 years ago
Successful Cross-Selling in Professional Services Firms - Timothy Keith
Today we are joined by Timothy Keith, the CEO and Founder of Propense.ai, an AI cross-selling platform that helps professional services firms grow more efficiently and holistically. Tim shares his unique career path that helped build his expertise in the professional services industry, starting with his experience in CRM implementation at a large-scale CPA firm. Tim’s path to becoming a founder is as inspiring as it is unique, and he explains how a love for solving difficult problems fuels hi...
Branch Out - A Podcast from Connection Builders
According to research, one in seven clients has an unvoiced complaint. Do you know how your clients feel about your firm's service? In today’s episode, Alyson Fieldman, founder of Rockit Results, an independent consulting firm specializing in strategic marketing for high-growth professional services firms, shares her expertise in client experience (CX) and why it is a strategic differentiator in the marketplace. Alyson explains that CX is the sum of all a firm's touchpoints with its cl...
