Accountants are great with numbers. They are fantastic with internal numbers for their business. Everything from average hourly rate their team is charging to productivity to WIP. As Business Owners Accountants understand the value of knowing the numbers and the saying what gets measured gets managed. But do Accountants know what the numbers look like […]
READ MOREAccountants – How do you attract top talent in your Financial Planning Business?
Finding great people is one of the biggest challenges in Professional services and no different in Accounting Firms. Finding the right person to lead and build the Financial Planning business within an Accounting firm is difficult. Not only do you need to find a person who is a great Financial Adviser (think amazing communication skills, […]
READ MOREAccountants – You are risking your client relationships by referring to an external Financial Planner
As an Accountant you are your clients trusted adviser. They turn to you for help with their business. From tax related questions to how to structure their business, they look to you to sit beside and put their interests above your own. And you do. In my previous article, I posed the question to Accountants […]
READ MOREAccountants – what do you say when your client asks you these questions?
It’s not often that Accounting Partners are lost for words or answers in front of their clients. In fact, Accountants are trained to seek answers and evidence to solve their clients problems on a daily basis. But what if the client asks you questions you know you can’t answer? What if they asked you: How […]
READ MOREAccountants, would you provide Financial Planning if you could?
Recently I posted a question on LinkedIN asking Accountants a simply Yes or No Question. The Question: If tomorrow they could provide Financial Planning to their clients would they? The results were fascinating. You can check out some on the results on my LinkedIN page here (even say hello and connect). Accountants know that they […]
READ MOREAccountants – Do you know why you offer Financial Planning to your clients?
In a recent blog article, I challenged Accountants to start solving their clients personal financial problems, or at least start to know their clients personal financial problems. Those you missed it, you can have a read here. For those Accounting Firms who do offer Financial Planning services to their clients, either through a referral partnership […]
READ MOREAre you solving your Accounting Clients Personal Finance Problems?
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 […]
READ MOREHow to select the right Financial Adviser for you
In my previous article, we looked at how to select your Financial Freedom Dream team. Knowing who needs to be on your Financial Freedom Dream team is one thing, selecting the best team is another task all together. What should you look for? How do you go about selecting the right trusted adviser to help […]
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