RSM client experience

Achieve your aspirations through the power of being understood

At RSM, it’s all about creating a great client experience. 

Our global brand is the power of being understood®, which sets the expectation for unparalleled client experiences—domestically and around the globe. We build strong client relationships based on deep understanding of our clients' businesses and aspirations, and deliver value through relevant ideas and insights. 

This client-centric focus differentiates us from other firms because it starts with each individual client—we seek to understand their business aspirations and then use perspectives gathered from other clients and our past experience to help them confidently navigate an ever-changing market environment to reach their goals.

Get a taste for what this means for our client Priority Bicycles.  

Real innovation for the middle market

Together we find answers. Together we drive innovation. Together we achieve success. In today’s fast-paced, digitally driven world, RSM is a powerhouse of collaborative innovation for middle market companies looking to capture a competitive edge. 

The RSM Experience

Guided by our values of respect, integrity, teamwork, excellence and stewardship, we embody five characteristics of first-choice advisors—we are caring, curious, collaborative, courageous, critical thinkers.

Rooted in deep industry knowledge and technical expertise, our first-choice advisors bring diverse perspectives, innovative ideas and data-driven insights to everything we do. Our teams understand the middle market and help shape its future domestically and around the world.

We build relationships with a personalized focus that help our clients, colleagues and communities overcome challenges, seize new opportunities and move forward with agility and confidence.

We embrace an inclusive culture, celebrating the diversity and unique perspectives of our people and empowering them to be authentic and own their future, making an impact at each stage of their career through ongoing leadership, advisory and specialized development. 

This is the RSM Experience. This is the power of being understood®.

Bringing our first-choice advisor philosophy to life 

Our First-Choice Advisor Center (FCAC) provides comprehensive learning, professional development, and resources to enhance RSM professionals’ ability to empower clients through the power of being understood. Working closely with RSM leadership, the FCAC helps accelerate growth and increase the consistency of advisory interactions with the firm’s clients. 


The firm’s dedication to the First-Choice Advisor Center demonstrates our commitment to developing our people and to delivering exceptional client service. I am looking forward to continuing to help my colleagues enhance their deep understanding of our clients’ businesses and nurture our rich trusted-advisor relationships.
Josh Johnston, FCAC leader

Measuring success

Our client experience measurement system is an integrated methodology developed by RSM to solicit client feedback and identify where we can make improvements to enhance the quality of our client experience for individual clients and across the firm. This system is designed to set RSM apart from our competitors by keeping the focus on our clients and what's important to them. 

The information gathered through each component of this measurement system brings together a multitude of perspectives on criteria such as the capabilities of our people, the quality of our services, how we communicate and whether we provide additional value beyond the initial engagement. The system includes the following measurement tools: post-engagement surveys, a client loyalty tracking study, and voice of client interviews.

How can we help you achieve your business goals? 

Business advisors who take time to understand your industry, your goals, your opportunities

Our insights help move the middle market forward

As the influence of the middle market grows and becomes increasingly important in driving the success of business in the United States, we are pleased to provide real-time, middle market-relevant macroeconomic perspectives to help clients anticipate and address the unique issues and challenges facing their businesses and the industries in which they operate.

Experience the power of being understood

We bring an unmatched personalized focus to every interaction, meeting people where they are to help them reach their goals.

We build rich, enduring relationships based on a profound understanding of our clients, colleagues and communities, as well as their goals and aspirations. And, we bring diverse ideas and insights to help them reach greater heights.