I was with my accountant recently and we were discussing how clients decide whether we’ve done a good job or not.
I’ve heard clients speak about their accountants and say something like “My accountant is very good. I get a tax refund of around $1,000 each year”.
Does this mean he’s done a good job? Did the [...]
Entries Tagged as 'financial planner'
How Clients Decide
November 9th, 2008 · No Comments · Value
Tags: Accountant·financial planner·financial planning·Lawyer·Value
Watch Your Language
November 6th, 2008 · No Comments · Marketing
When I left school I worked with a bank for ten years – the last year was spent as a financial planner. My next job was with a small Adelaide-based financial planning business where I learnt a lot about financial planning and client service.
One of my early lessons was when I referred to someone I’d [...]
Tags: bank·client·financial planner·financial planning·relationship
