Changes in tax legislation and practice is the grist to our mills. It is the changing face of legislation that powers new service development for professionals to deliver to clients. We are in a constant battle to stay one step ahead of these changes. It does not serve our reputation or our clients’ best interests to wait for catastrophe to dictate action. Being reactive means clearing up a mess after valuable resources have been lost. Being active, means avoiding the mess in the first place.
The best way to achieve pro-activity is to take steps to be informed, and then communicate salient points to clients as they become relevant.
Neither process is in the “billable hours” category, and yet both are real investments in skills and effective client service.
Fortunately, being informed and communicating this knowledge can be digitalised. A major part of staff training is now achieved online and it is fairly straight-forward to set-up ready-to-go computerised processes that disseminate this information to clients and prospects at the touch of a button. It is no longer the case that creating and delivering good information to clients is a process that requires excessive time on your part. Once systems are set-up, criteria selected, you can safely back off and leave the software and its content writers to manage the job for you.
Our company, Informanagement, has invested heavily in this training and information broadcast technology. If you would like me to show you what we can offer, call any time on 07968 849335 or DM me.