by Matt | May 24, 2022 | Uncategorized
Planning for positive change and why people do what they do (or don’t) is fundamental to advisory services. Your clients have both personal and business goals. Over time you should assist the client in achieving both business and personal goals. Of course, success... 
by Matt | May 24, 2022 | Uncategorized
Being seen by a client as indispensable has at its core two factors: the client’s perception that you understand their most important things and that you are key to helping them achieve them and stay on track. Success is a perception that varies with individuals. For... 
by Matt | May 24, 2022 | Uncategorized
In order to effectively engage with clients, the following are key ingredients of the relationship: Trust Quality communication Ongoing valuable benefits to both persons and aiming for the classic win: win Regular framing of the relationship. Mutually agreed... 
by Matt | Aug 6, 2021 | Uncategorized
Many, or most, practitioners and firms talk about increasing revenues generated through an advisory services practice. But so, few are actually making progress. There are a host of real and perceived “roadblocks”. If a firm of any size wants to make meaningful... 
by houston@freshrobot.com | Feb 5, 2021 | Uncategorized
We all want a ‘whole’ client not a ‘partial client’. A whole client is one who is totally engaged with us as their accountants. Unfortunately, too often we accept half a client or a quarter of a client who discuss just some of their needs and wants with us. We need to... 
by houston@freshrobot.com | Feb 5, 2021 | Uncategorized
Most of us believe we have the answers to our clients’ most pressing questions, but we often miss the mark on nailing what our clients really want. We think they want advice on how to: make more money establish a successful business gain more clients While those...