Thursday, May 20, 2021

The Best Referral is from your Clients - speak to them - meet with them - listen to them



Great reminder  from Ed Chan  at Wize Accountants - talk to your clients 

Accountants are busy - but most are looking for more of the right clients and are keen to grow.


One of the best sources of warm prospects are from your client base... and the best way to do that is to communicates for collaborate with them. 


It’s more than completing their work and getting them to sign their BAS or tax return.


It’s about building a relationship with them 


Getting referrals really starts with getting more face-to-face time with your clients and the best way to do this is to speak to them  about their results and not just send the completed work for signature.


Be interested in their business - and think about how you can add value by potentially referring them to someone .


Call them for a tax planning meeting prior to finishing their work and  take them on the journey instead of just completing their work and sending it to them in the post/email.


#10X #bbgforum #10Xforum #referron 

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