Firm Toolkit

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Hello there. Welcome to the new resource page designed specifically with you in mind. Grab some coffee, or tea, or sparkling water. Pull up a chair and delve into some accessible and relevant research that you can use not only to improve your practice, but to also help educate your clients. Enjoy the thoughts, suggestions, ideas proposed by a panel of experts. Like John “Jack” MacAllister, FAIA and his Top Ten Lessons. Basically, this spot was created so you would have a place for those basic and most pesky of quandaries: How to talk to clients. How to explain Compensation. What is your worth and why? Why it’s important to pay attention to all the energy and resource-efficient talk. Some of these sheets will be more applicable than others for various situations. We invite you to use them as templates and tweak to your firm’s needs.

Client EducationResources

FirmResources