When I suggest to accountants that they call clients and ex-clients to 'keep in touch', my advice is often received with a shiver. If you are comfortable picking up the phone and calling clients and ex-clients for a chat, you won't get anything from this blog post. On the other hand, if
In an ideal world, you would simply tell people that you are an accountant and your ideal prospects would then find you and ask to become your clients. Life isn’t like that. Even when these people do find out about your practice you need to have a process which brings them onboard
Everyone who knows me recognises my enthusiastic nature. When I was younger I may even have been a touch too enthusiastic. I now recognise that it can unnerve those around you if you are evidently more enthusiastic than everyone else. That was an important lesson for me some years back. So now, older and wiser,
I was intrigued by elements of the Accountancy Rich List 2015 published by economia magazine. The magazine itself, as distinct from the online list, contains pen portraits of ten of those on the list, described as "inspiring entrepreneurial chartered accountants". In each case a sentence or quote has been given explaining 'How he made it".
It’s all too easy to get caught up in the game of chasing followers, likes, connections and social media klout. It may be fun to keep track of these metrics and to keep increasing them. But, in real life, they are not important by themselves. There is little point in simply pursuing these metrics. You
Accountants who want to stand out as caring and being interested in their clients know that they should Keep In Touch ('KIT'). You also need a KIT routine if you want to be able to rely on business contacts and influencers to introduce new clients to you. If we don’t keep in touch we