I'm preparing material for a new talk and want to ensure that the way I talk about typical clients resonates with as many accountants in the audience as possible.
One thought I've had is to use the following broad groupings:
- Complex clients - those that require advice to resolve issues on a regular basis
- Ambitious clients - those that recognise they benefit from your business advice
- Typical OMBs - the majority of 'Owner Managed Business' clients
- Sole traders, consultants, contractors - those swapping their time for money and whose growth is therefore limited by the hours available.
Should I expand this list to allow for other client types? Could I reference these groups in better ways?
NB: This is quite a distinct approach as compared with ABCD client types I have referenecd before:
- A = Best clients (however you define them)
- B = Those with the potential to become A clients
- C = Those who are no trouble but are unlikely to become A clients
- D = Those you'd rather not act for.