Now is the perfect time to explore ways to add new client services and generate additional revenue. Here are some tips for identifying areas of opportunity and adding new technologies.
- Listen to your clients: What services are they asking for that you don’t provide today? Adding services such as bill pay and client accounting can help round out your offerings and attract new clients.
- Structure for success: After deciding the additional services to offer, ensure your firm is set up to support these services. Do you have the proper strategy and staffing in place?
- Leverage the right technology: Evaluate and select the technology that best aligns with your firm's needs. Adopt cloud solutions that eliminate manual work, scale with businesses, and allow you to collaborate with clients.
- Become an expert: Take the time to increase your knowledge and proficiency of your new technology solutions before transitioning clients and marketing to prospects.
- Communicate your new offerings: Utilize various marketing and customer channels to inform clients and prospects about these new services.