As an Accountant you are constantly solving problems for your clients. From tax lodgements, to helping them pay their employees superannuation payments on time to helping to structure their business to protect their most important assets – their business.
But are you solving their personal financial problems?
Do you even know your Accounting clients personal financial problems?
As an Accountant, you are in a unique position as your clients Trusted Adviser to help them solve both the problems they have in business as well as their personal lives.
In my 15 years working with Accountants alongside their clients, I know the struggles Accountants have when in comes to providing Financial Planning advice to their clients.
The biggest problems for Accountants in providing Financial Planning to their clients are:
- You are busy in you day to day work they don’t have the time to ask their clients about Personal Financial Problems to start a conversation.
- You have tried to work with an outside Financial Planning business or Financial Planner – but it just hasn’t worked – for numerous reasons (more on that in future articles).
- You started your own in house Financial Planning business but couldn’t seem to find the right Financial Planner to help drive the success of this business.
As an Accountant, I am here to tell you that you need to take back control of your clients personal financial decisions and how Financial Planning is delivered to your clients.
Don’t leave it to an outside Financial Planner to advise your clients.
You have too much at stake to just trust any Financial Planner who contacts you wanting to work with you (and I am sure you get at least one of these a month if not more).
I am here to tell you that you can build your own successful and profitable Financial Planning business that your clients will value.
But how, I hear you ask?
I don’t have the time.
I don’t know how.
I am too busy.
Well stay tuned.
In future articles, I will share with you how you can take back control of Financial Planning to your clients, create a profitable Financial Planning Business and in turn create wealth for yourself and your other partners to allow you the opportunities you want in life.
I will show you how you can create a $1M Financial Planning Business from scratch within 5 years.
Keep a look out for my future articles – or in the mean time, to see the kind of Financial Planning advice your clients want – grab a copy of my book – Freedom Assets: The Entrepreneur’s Roadmap to Financial Planning.
Can’t wait and want to take back control of the Financial Planning Advice provided to your Accounting clients?
Contact me and let’s have a discussion about a Solution you can implement to help solve the problems your Accounting clients want you to solve.