{"id":46284,"date":"2016-01-19t05:00:03","date_gmt":"2016-01-19t10:00:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46284"},"modified":"2024-08-14t11:28:18","modified_gmt":"2024-08-14t15:28:18","slug":"best-practices-for-client-transition","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/01\/19\/best-practices-for-client-transition\/","title":{"rendered":"best practices for client transition"},"content":{"rendered":"

\"man<\/a>improper transitions can lead to reduced retirement benefits.<\/strong><\/p>\n

by <\/span><\/i>bill reeb<\/span><\/i><\/a> and <\/span><\/i>dominic cingoranelli<\/span><\/i><\/a>
\n卡塔尔世界杯常规比赛时间 \/ succession institute<\/span><\/i><\/a><\/p>\n

when a partner is retiring, there is a transition process that we recommend. let’s\u00a0break it down into a few simple steps:<\/p>\n

more on performance management:<\/b> how client transition is abused<\/span><\/a> | <\/span>best practices for mandatory retirement<\/span><\/a> | <\/span>how retirement issues affect succession planning<\/span><\/a> | <\/span>succession: the questions to care about<\/span><\/a> | <\/span>7 succession questions to ignore for now<\/span><\/a> | <\/span>how partner ratings factor into equity<\/span><\/a> | <\/span>hazards of not reallocating equity<\/span><\/a> | <\/span>the pitfalls of equity allocation and reallocation<\/span><\/a> | <\/span>develop your employees or suffer the consequences<\/span><\/a> | <\/span>cpa firm performance assessments: 15 core competencies, 21 questions<\/span><\/a> | <\/span>how to target what skills to develop now<\/span><\/a> | <\/span>what having your employees\u2019 backs means<\/span><\/a> | <\/span>5 harmful management attitudes (and how to fix them)<\/span><\/a> | <\/span>do cpa firms need management or leadership?<\/span><\/a> | <\/span>\u00a0<\/span><\/a>job 1 for the practice owner: client management<\/span><\/a><\/p><\/blockquote>\n

read more →<\/a><\/p>\n