Share a memorable “financial superhero” story. John: “Beware about positioning yourself as the hero! Make sure the client is the hero and you are the trusted guide. You want to be seen as their Wealth and Well Being Guide. You are the one that will guide them to where they want to be in terms […]
How do you introduce clients to advisory services? John: ” Put yourself in your clients’ shoes and everything is advisory. So, you don’t need to talk about advisory per se with clients – talk about the client and what’s important to them, their goals, ambitions and dreams, ask them how they are feeling, what
Insights from John Thompson – Wisdom in Practice Join Rob Brown, the host of The Accounting Influencers Podcast, as he catches up with John Thompson from Wisdom in Practice at Accountex 2023 in ExCeL, London. In this video, John discusses his session at Accountex and provides an overview of Wisdom in Practice. Discover the type
As an accountant, you may already know the impact that advisory services can have on your clients. That is why we’d like to invite you to participate in a 3-minute survey to find out what advisory means to you. We value the knowledge and expertise you have and know how valuable the insights will be
A survey for accountants and bookkeepers We want to know what is going on in the Advisory World and we thought you might like to know too. Take part in this survey The 3 Minute Advisory Audit and receive a copy of your responses to share with your colleagues and also receive a copy of
Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly, or as a last resort annually, to review and manage progress and keep them on track. This creates a recurring income stream for you.
What do you do when you have a meeting with a potential new client that differentiates you from your competitors and that you can leverage across your practice?
It aint rocket science. If you are finding it difficult to scale advisory in your practice then start with the following. First of all you are not going to succeed by making advisory niche and separate – scale ACROSS your whole practice so that it is something everyone sees, experiences and understands. Most everyone pretty
Put Yourself in Your Clients’ Shoes I was talking with an accountant the other day and they kept on using the phrase “Added Value Services”. I really don’t like this phrase – I find it to be insulting to accountants as it implies there are things we do for clients that do not add value.