Entries by Mark Lee

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How do you allow clients to communicate with you?

In the days before email there were only 3 ways that clients could communicate with their accountants. In person, by phone and by letter. Now the list of options is much longer. Do you encourage, tolerate or refuse to accept communications by less conventional methods? How does this impact your client base? Email is perhaps […]

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“None of my clients want anything more than the basics”

Unlike some commentators, I entirely accept that many accountants have some clients who want nothing more than a basic compliance service.  And that you get very frustrated to be told by consultants that you should offer your clients advisory services. After all,  you know your clients don’t want, cannot afford and will not value such advisory […]

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Connect, know, like, trust, need – what do you do to make this work for you?

I frequently hear networking gurus stress a mantra that originated in the book ‘Endless Referrals, written by Bob Burg: “All things being equal, people do business with, and refer business to people they know, like and trust.” I understand this is also the mantra shared at certain networking groups. The focus then is on encouraging you to make an effort […]

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What is the really simple idea at the heart of what you do?

We have all been asked, many times, “What do you do?” Does your reply help ensure that you will be remembered positively for any length of time? Simple straightforward factual replies allow the other person to put us in a ‘box’. This is what happens when we simply state our profession (eg: “I’m an accountant” […]