Has anyone bring client in the audit department?
How was the experience and what did you asked your firm to give you for bringing the client to them?
Thanks

likefunny
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You get a pat on the back and your name on the win in CRM

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I realize this wasn’t in the RSM bowl. So it may be different if your firm isn’t RSM. But that is what it is here.

Many firms will give you a percentage of the year 1 fees. Sometimes smaller firms will give you a percentage of fees on perpetuity. Somewhere between 5-15% with smaller firms paying a larger % than larger firms.

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It depends. You would have to check if you signed anything that says you can’t leave and take clients of the firm with you. It could be different at different firms, but I speculate that this clients would not impact a promotion or salary increase for you. You’d be compensated with a % of the fees already and bringing in the client is not representative of your performance and technical skills.

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You get a % for commission at my firm

For promotions from staff to manager level, I feel like it's more based on your technical skills and interpersonal skills. Once you're above manager, sales play a more important role - you'll get to partner quicker if you can sell very well.

At my firm, its 5% of fees for 2 years

lol

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