Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev,

We are finding many new prospects in these virtual times. We’ve been having a lot of online events and are finding that the accountants we know who are attending are then sending us their clients to work with us. It is a good problem to have. But like many things, it raises new issues. The biggest is our website.

We have heard from five prospects that our site looks “dated.” My takeaway is that if they didn’t get the direct push from the accountant, they probably would have overlooked us. But because their accountant believes in us, they are operating on trust.

Is now a good time to consider a website overhaul? Is it that important to have the best looking site?

We don’t need tons of new clients. We need about 10-12 a year, or around one per month if we get the right size and the right fit. My partners and I are very conservative and don’t care about pushing our firm to $1 billion, so I don’t know that a large investment like this makes sense for us.


Dear E.P.,

I always wonder when I get notes like this whether the person writing is getting pressure from somewhere and they disagree, so they are trying to make their case to me. Does one of your partners believe this is the right thing and feel the need to do it, but you are questioning whether based on the input of five people, your goals and your budget, it makes sense?