Why Clients Don’t Listen to Their Accountant, and What You Can Do About It
The Real Opportunity: Be the CFO of Their Life
Clients listen when you stop being:
“The person who tells them what the law requires”
and become:
“The person who safeguards what their life requires.”
Why Your Clients Do Want to Talk About Their Personal Finances — Even If They Never Have Before
A wake-up call for any accountant who thinks “my clients don’t want that level of conversation.”
For years, accountants have told themselves a comforting lie:
“Clients don’t want to talk about their personal finances, their goals, or their bigger life picture — they just want the numbers done.”
Preparing for the Autumn Budget: How Accountants Can Stay Ahead
For accountants, the challenge is clear: how do you prepare clients for the unknown? And how do you turn those regulatory requirements into opportunities to build stronger, deeper advisory relationships?