Gerry Riskin, Partner, Edge International
"The authors have captured the changing role of professional services marketing and firm management. There is valuable insight [in this] down–to–earth guide to competing successfully in the new environment."
David Maister, author and consultant
"The book is a masterpiece! Aquila and Marcus have produced the essential guide for managing a professional services firm. They’ve marshaled their considerable real–life experiences and far–reaching vision into a veritable operating manual for the successful firm."
Rick Telberg, Editor at Large, American Institute of Certified Public Accountants
"At its heart, this book is the running shoe for legal and accounting professionals who want to put the client first. Following the evolution of the industry over the past twenty–five years, this must–have for every professional services firm is the key to leading in the turbulent and highly competitive waters ahead."
Richard S. Levick, Esq., President, Levick Strategic Communications, LLC
coauthor, Stop the Presses: The Litigation PR Desk Reference
"Client selection and retention is one of the critical success factors for a professional services firm, and Aquila and Marcus do a masterful job at educating us on the necessary ingredients of each. The chapters on firm governance and paying for performance are thought provoking and certainly challenging to the conventional wisdom. If you want a better understanding of marketing and leading a professional firm in these turbulent times, this book is essential."
Ronald J. Baker, author, Professional’s Guide to Value Pricing and The Firm of the Future
"Client at the Core is a commonsense approach to keeping your professional services firm relevant in the twenty–first century’s client–driven economy. Aquila and Marcus have hit a home run with their insightful analysis and poignant prose."
Jeffrey S. Pawlow, Managing Shareholder, The Growth Partnership, Inc.
PART I: Professions and Professionals in Turmoil.
1. If Something Can Change, It WillStrategic Factors in a New Environment.
PART II: Clients Who They Are and How to Find Them.
2. What a Client Really WantsListening to the Client for Fun and Profit.
3. Are We a Client–centric Firm Yet?Organizing to Meet Client Needs.
4. Now, Here s My Plan . . .Defining the Right Client for You.
PART III: Making Your Vision a Reality.
5. I Can See Your Future from HereVision? A Working Tool?
6. Seizing Those OpportunitiesMaking the Vision a Reality.
7. Making Marketing a Nice WordBuilding a Client–centric Marketing Culture.
8. It s the End Game that CountsContact Turning the Prospect into a Client.
PART IV: Marketing Tools and How to Use Them.
9. Hang High the Rafters, CarpenterThe Tools of Marketing that Build the Marketing Program.
PART V: Managing the Client–centric Firm.
10. Turning Recipes into CakesManaging for Results.
11. Who s at the Helm and Who s on the BridgeFirm Governace and Structure.
12. Holding a Handful of MercuryManaging the Knowledge Worker for the One–Firm Firm.
13. For Love or Money or BothPaying for Performance.
14. Didn t We Tell You What We re Doing?Internal Communications Let Me Count the Ways.
PART VI: Economics in the Client–centric Firm.
15. A Farthing for Your GoatPricing in a Client–centric Firm.
16. What Did I Get for My Money?Measuring the Marketing ROI.
17. Cash Is KingWhat s the Lifetime Value of Your Clients and the Financial Health of Your Firm?
PART VII: What Will We Do Tomorrow?
18. The Future for Professional ServicesAre We There Yet?
Appendix A: The Balanced Scorecard.
The Balanced Scorecard Financial Measures.
The Balanced Scorecard Client Measures.
The Balanced Scorecard Internal Business Process Measures.
The Balanced Scorecard Marketing Measures.
The Balanced Scorecard Employee Growth and the Learning Measures.
Appendix B: Managing the Knowledge Worker.
Take the Pulse of Your Staff.
Career Advancement Opportunities.
Appendix C: Pricing in a Client–centric Firm.
Analyzing Price Sensitivity.
Appendix D: Accounting and Law Firm Benchmarks.
Accounting Firm Benchmarks.
Bibliography and References.