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Norman's Notes: How many clients will you lose in coming months?

24th Nov 2014
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In today's video blog, I discuss something that could happen to all accountants - losing clients in the next month or two.

When I say losing clients, I'm not talking about something that's gone wrong; but something more worrying.

Find out exactly what I'm talking about by watching the video below.

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By qad999
25th Nov 2014 12:07

no time for video

I think if you spend all your time on video blogs you obviously have lots of time to spare and maybe have already lost all of your clients, must go , am in middle of eating a sandwich

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By Briar
25th Nov 2014 17:29

Waste of time!

We all know about auto-enrolment. Why did the title not say that the blog was going to be about auto-enrolment? Then, I wouldn't have wasted my time watching it

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By Norman Younger
26th Nov 2014 15:29

Auto enrolment

You may well do , but have you done anything to capitalise on it ? Are you being proactive and reachign out to your clients , using it as a point of entry into opening a dialogue ?

It isn't about auto-enrolment it is about reaching out to oyur clients - auto enrolment is a topical issue around which I have set the backdrop

I suggest you listen again but this time pay more attention - invest time , don't waste it :-)

 

 

 

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By Briar
26th Nov 2014 18:26

Clients' wishes

My clients don't take kindly to me attempting to make more money from them due to government imposed regulations. They trust me to act for them and meet any rules they have to obey (or find ways to avoid them!). I don't need to "reach out" and "open a dialogue". I have that with them already. Profiteering is not my game and that's why my clients trust me, stay with me, and recommend me (and I have to turn away many!)

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By Norman Younger
26th Nov 2014 20:30

Profiteering ?

I appreciate where you are coming from , however, the profession has become more sales orientated as aprt of the collaborrative approach to business. I cannot see a conflict or loss of trust if everything is transparent including a clear explanantion of benefit to the client and why the decision has been made. It is only fair to be paid a commission as you are investing time , and without it the client will foot the bill for your time

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Replying to jjswjjsw:
By Red Leader
28th Nov 2014 11:13

more sales oriented?

Flying Scotsman wrote:

I appreciate where you are coming from , however, the profession has become more sales orientated as aprt of the collaborrative approach to business.

Ah yes, more sales oriented. Just like high street bank managers. That worked out well, didn't it?

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By Norman Younger
28th Nov 2014 11:29

Bank managers and sales

I don't think you are making a fair comparison . Your recommendation is not going to lead to repossession of your client's family home nor the destruction of your business.

Clients expect you to help them grow their business. They go to banks because they have to.

Banks scrapped long term relationships but accountants rely on them

Shall I continue.....?

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