
The Relationship Bullet
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About this listen
Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm without the overwhelm.
Do clients ever leave your firm unexpectedly?
Do you have a pipeline ready to replace them? What if you could reduce client loss without spending a penny? In this episode of The Bissett Bullet, we explore why firms lose good clients and how to stop it.
Part 1: Why Clients Leave (and Why You’re Surprised)
Firms are often caught off guard when a high-value client walks away. The truth is, it’s rarely about price. It’s usually about disconnection, clients don’t know the full value you offer, and you’re not asking what they really need. That leaves the door open for competitors who take the time to listen.
Part 2: The “Client A Day” Strategy
There’s a free, simple way to strengthen client relationships and protect your firm’s revenue: call one client a day. Not email. Not message. Just a genuine phone call to check in, listen, and understand what’s happening in their business. This habit uncovers risks, reveals opportunities, and keeps your clients close before someone else does.
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Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.
Visit www.bissettbullets.com for more resources.
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4impactdata is an AI-powered platform that helps firms move beyond historical reporting by delivering clear, actionable next steps for your advisory team so that you can provide more value to clients without the guesswork of dashboards. To book a conversation or demo, or to join the 10X Advisory Cohort with resources from Martin, along with 10% off your first year’s subscription, visit 4impactdata.com
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ProNation is a global community for accountants and bookkeepers that gives you peer-to-peer support, expert guidance, and proven strategies to run a more profitable, efficient, and impactful firm. Led by Will Farnell, Lucy Cohen, and Martin Bissett, it helps practices of all sizes grow with confidence and better serve their clients.
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In association with CPA Trendlines