In this episode of Marketing and Tea with Katie Thomas, CPA, Katie and Chad dive into the concept of the client flywheel and how it can transform the way firms think about growth, client experience, and team satisfaction.

Instead of relying only on the traditional client lifecycle, the client flywheel focuses on creating momentum that continues to compound over time. When implemented well, it leads to clients who are happy to stay, eager to refer, and ready to expand their relationship with your firm.

You’ll learn:

What the client flywheel is and how it differs from the traditional client lifecycle

The three core stages of the flywheel: attract, engage, and delight

Why outdated tactics like ebook funnels are losing effectiveness and what to do instead

How dark social and demand creation play a role in attracting the right clients

Practical strategies for improving client intake, engagement letters, onboarding, and communication

How a strong flywheel benefits not just clients but also your team by improving clarity, morale, and retention

Katie and Chad also share real-world examples of firms that have implemented this approach, showing how it can lead to more qualified clients, increased upsell and referral opportunities, and ultimately a stronger, more sustainable firm.

If you’re ready to move past outdated tactics and build momentum that keeps your firm growing, this episode is packed with insights you can put into practice.

Head to FloQademy for CPE:

https://www.floqast.com/floqademy

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