Your clients believe the best person to give them advice is you. Take a look at the real value of this opportunity for your accounting firm.

1. Your clients believe the best person
to give them advice is you

2. CCH SME survey 2013
of SMEs agree that their
accountant is their trusted
adviser, not only for financial
accounts but also for advice
on continued success and
business growth.
82%

3. As an accountant,
you are best placed in your
clients’ minds to provide
financial advice.

4. Your clients’ needs
are changing.
So how big is the advice pool?

5. need advice
on retirement
20%
Investment Trends, April 2014 SMSF Accountant Presentation

6. 28%
Investment Trends, April 2014 SMSF Accountant Presentation
need advice
on pension
and estate
planning

7. 57% of SMSFs have advice gaps
Investment Trends, April 2014 SMSF Accountant Presentation

8. Being in a position to offer higher
value added services will ensure
you are a vital part of your
clients’ advisory team.

9. Investment Trends, April 2014 SMSF Accountant Presentation
of SMSF clients would consider using their
accountant for investment advice
48%

10. pay for advice
Investment Trends, April 2014 SMSF Accountant Presentation
of clients would
54%

11. Your clients are
the backbone of
your business.

12. 26% of SMSF clients who changed
accountants went to another adviser with
a broader range of services
Adviser A Adviser B
Investment Trends, April 2014 SMSF Accountant Presentation

13. Will you embrace the
change to grow your business
or risk losing a quarter
of your clients?

14. At the end of the day, your
clients want advice from you.

15. 21780/1015
What is the value
of trust if you
don’t leverage it?