In the second installment of a four-part series, Keila focuses on understanding client mix and maintaining strong client relationships as key factors for success in professional service firms. She explores how technology impacts client satisfaction, emphasizing the importance of effective onboarding processes and assessing whether current tools meet both firm and client needs. Keila also discusses strategies for evaluating client fit, gathering feedback, and building stronger relationships, ultimately aiming to enhance transparency and deliver on promised client experiences.

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• (00:00) - Introduction to the Series
• (01:13) - Recap of Last Week's Episode
• (01:30) - Understanding Your Client Mix
• (02:05) - Technology and Client Onboarding
• (04:19) - Evaluating Client Fit and Responsiveness
• (05:31) - Client Satisfaction and Feedback
• (08:37) - Concluding Thoughts and Next Steps
• (09:49) - Sponsor Message and Closing

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