2 Unique and Fun Ideas for Staying Closer to Clients During Social Distancing
May 14, 2020
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By Debra Taylor, CPA/PFS, JD, CDFA
The current challenges are not an excuse to fall out of touch with clients—in fact, it’s crucial to do just the opposite. Making client contact memorable and even fun combats the ennui of social distancing. Here are two ideas we are using with a lot of success.