Price/Process/Professional

There was a nice tidbit in John Preston's weekly e-mail discussing what he calls the three P's in client retention. John has some decent free stuff in the way of e-mail and teleconferences. He's pretty estate planning focused but it's useful for you non-estate planners out there.

His view is that the above three must be addressed up-front with nearly every client:

• Price - fees.
• Process - sort your back office, staff and systems.
• Professional - the lawyers working on the client's behalf.

Simple but good I think!