It’s interesting to consider how engaged your clients are with your practice.
For example, when they run into a #tax or #business problem are you their first port of call for advice?
Outside our business life, the persons we seek out when we need advice are probably our close family and friends with whom we have regular contact. This last point is critical. Regular contact is probably the most important element that builds trust and familiarity.
In our work on behalf of professional firms we provide you with information and resources to keep your clients abreast of changes in tax legislation and practice that may have an impact on their financial affairs. And this is a useful way to keep in touch and remind clients and prospects you are watching their backs.
When you meet with clients to discuss their financial results, or their tax saving opportunities, don’t forget to use this exchange to ask a few open questions:
- How are you?
- How’s business?
Or more specifically,
- How are you coping with cost of living hikes?
- Have you sorted a new mortgage at a reasonable rate?
Clients need to know that you are available and willing to listen. They will then get into the habit of sharing their problems, and more importantly, give you an opportunity to advise them…
#tax #uktax #taxlegislation #ukbusiness #taxsaving #accountants #ukaccountants