How do you think the majority of your clients would describe you AND how confident are you of that?

When I ask people to describe their relationship with their accountant I generally receive variations on only 3 basic answers. That is that the relationship is judged to be Good, bad or indifferent.  I would anticipate that the same is true across all professions.

What might we decide the different descriptions generally mean to ambitious professionals?

This implies that things couldn’t be better. Your clients believe that you do what they want, when they want it and for a fee that they consider to be excellent value for money. They are aware that they get pro-active advice and are very happy to recommend you to friends and family.

Your clients feel that they’re putting up with bad service, high fees and/or get little of value. They certainly wouldn’t recommend anyone they know to use you. [How often do your clients give you valuable referrals?]

This is how I would describe those clients who think their adviser is ‘okay’. This might be because you don’t wow the clients with great service nor do you charge high fees or upset the clients.

In my experience a very high proportion of people think their accountant is just ‘okay’. I think that’s sad and it’s one of the reasons that I look to help accountants provide better value to their clients.

How confident are you that your clients think that you are anything other than just ‘okay’?  The fact that they haven’t complained probably indicates that they they don’t think you’;re ‘bad’.  But equally you can’t assume that they think you’re good. Going back to the question I asked at the top of this item,  How do you think the majority of your clients would describe you AND how confident are you of that?

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