How special and different are you from other accountants?

By |2020-09-07T18:07:29+01:00June 16th, 2020|Accountants, Appearance, Business messaging and branding, Marketing and promotion, Networking, Referrals, Reputation, Sole practitioners, STANDING OUT, Websites|

Back in the days when I was a professional speaker (BC -Before COVID-19) I often asked audiences of accountants to look around the room. And then to indicate whether they felt that they were in any way special and different from most of the other accountants in the room. Typically only a

Short term or long term marketing?

By |2020-09-07T18:07:55+01:00June 9th, 2020|Accountants, Facebook, Linkedin, Marketing and promotion, Social Media, Sole practitioners, Twitter|

What's more important to you? To spend time on promotional activities that don't seem to cost anything or to get cost-effective results from promoting your services to people who you know are looking for someone like you? Many accountants, bookkeepers and tax advisers spend time on various social media platforms, on Linkedin

Generating the business you want without networking

By |2020-11-20T10:00:16+00:00May 20th, 2020|Accountants, Business messaging and branding, COVID-19 related, Marketing and promotion, Networking|

Did you attend networking events before the lockdown? I know loads of accountants don't like the concept. Others do it reluctantly and some actually enjoy it.  The same is true for those online networking events that have replaced face to face events during the lockdown. In my experience you probably have one

Your referrals are good (enough) but are you missing something?

By |2020-02-10T12:39:26+00:00February 25th, 2020|Accountants, Marketing and promotion, Referrals, Servicing clients, STANDING OUT|

Classic. Talking with a partner in a top 50 firm of accountants, I asked how they get most of their new clients. It was no surprise he answered 'referrals'.  Many accountants and lawyers, claim that they secure most of their new work through word of mouth referrals. This suggests that clients are

Want to add advisory services to your offering? Remember these 4 Ps.

By |2020-11-20T09:33:31+00:00February 4th, 2020|Accountants, Business advice, Business messaging and branding, Future, Marketing and promotion|

Thinking of expanding your service offerings? It doesn't matter whether you want to start providing 'advisory' services, tax advice or any other services. The same rules apply. And if you fail to take these into account you will struggle to make a success of your new 'offering'. If you are going to

Future Focus: How strong and evident are your human qualities?

By |2019-10-29T15:50:43+00:00October 29th, 2019|Accountants, Career development, Future, Key Business skills, Marketing and promotion, Strategy|

In recent years a number of commentators have suggested that we need to adopt a new mindset. Instead of distinguishing our marketing and sales activities dependent on whether our focus is 'B to B', or 'B to C', they want us to recognise that, today, everything is 'H to H'. The idea

Are you undermining your credibility by being too modest?

By |2019-08-20T11:11:24+01:00August 20th, 2019|Accountants, Business messaging and branding, Dependability and trust, Referrals, Reputation, Sole practitioners|

Some accountants I know are proud of how efficiently they look after their own business affairs. Others though are embarrassed at their inefficiencies. And there are some who do not appear to give any thought as to how they are perceived. We all know the old adage that you never get a

Being Known, Liked and Trusted is not sufficient. There are 5 steps in the chain.

By |2019-08-12T11:46:07+01:00August 13th, 2019|Accountants, Appearance, Dependability and trust, Experience and expertise, Facebook, Linkedin, Marketing and promotion, Networking, Referrals, Reputation, Social Media, Starting out, Twitter|

You have probably heard the old networking idea that it's important to help people get to know, like and trust you.  Only then will they buy from you. Only then will they even consider becoming your client. This idea originated in the book ‘Endless Referrals', written by Bob Burg, who said: “All things

How to do better than simply say that your business grows through referrals

By |2019-07-16T09:52:45+01:00July 16th, 2019|Accountants, Business messaging and branding, Marketing and promotion, Networking|

Most of the accountants I meet claim that most of their best new clients come through referrals.  When I dig deeper I find this is typically for one of the following reasons: They remember that their most recent new clients were initially generated by referrals; They don't get many new clients and also

Which Competitive Force will most challenge you and your firm?

By |2019-06-19T12:55:27+01:00June 19th, 2019|Accountants, Business advice, Future, Marketing and promotion|

Whilst I pose this question about competitive forces in the context of accountants, you might also find the concept helpful when talking with clients. Michael Porter first published his five forces model in a 1979 article published in the Harvard Business Review. In the context of an accountancy firm looking to the future,

How self confident are you, really?

By |2019-04-30T20:54:32+01:00April 30th, 2019|Accountants, Business messaging and branding, Conversational impact, Experience and expertise, Marketing and promotion, Networking, Sole practitioners|

Do you consider yourself to be a confident person generally? What about in terms of your ability to attract and win over prospective clients? And to keep clients happy and willing to pay you the fees you deserve for the work you do? Whilst many accountants I work with have a fair degree of

What has the biggest influence on your ability to retain clients? 

By |2019-04-23T09:35:58+01:00April 23rd, 2019|Accountants, Business advice, Conversational impact, Key Business skills, Servicing clients|

Accountants have a distinct advantage over most other service professionals. Your clients need your help on an ongoing basis, at least once a year and often more frequently than this. When we discuss the lifetime value of clients at meetings of The Inner Circle for Accountants we have to consider how long

Are you prioritising the right type of training?

By |2021-04-13T11:02:08+01:00March 12th, 2019|Accountants, Career development, Dependability and trust, Experience and expertise, Key Business skills, Networking|

Weird question? I know. But stay with me for a moment. For as long as I can remember accountants have treated CPD as being synonymous with technical training - by which I mean technical updates and courses intended to explain new rules and regulations. And surely we have to prioritise such training?

Practical solutions for accountants who don’t want to choose a niche

By |2019-02-05T09:52:08+00:00February 5th, 2019|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Networking|

There is no doubt in my mind. The more focused you can be as regards your ideal clients the more chance there is that they will recognise you as an accountant they should approach. And, if you have a clear focus, the easier it will be for other people you know to recognise

Do you make this mistake online instead of creating a good first impression?

By |2019-01-29T09:37:03+00:00January 29th, 2019|Accountants, Appearance, Facebook, Linkedin, Marketing and promotion, Social Media, Twitter, Websites|

I have never ‘swiped’ someone’s profile picture as online dating didn’t exist when I met my wife. The whole concept of swiping left or right is quite alien to me. I was curious though so asked a friend to show me how this ‘swipe left’ and ‘swipe right’ business works. It quickly became

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