5 Steps You Can Take Right Now to Build Trust with Clients
•Download as PPTX, PDF•
2 likes•600 views
As an accountant or bookkeeper, the importance of your role as a trusted advisor to your clients can't be overstated. Not only do you crunch the numbers, but you act as a sounding board, a steering wheel, and a sage -- which is why building a relationship of trust is so important! Join TSheets and Hubdoc for a webinar outlining five ways to build trust and rapport with clients. You'll learn to: - Help clients make key business decisions more effectively - Coach your clients on the role of software in driving efficiency - Increase the quality of client relationships For more helpful tips, check out: http://content.hubdoc.com For time tracking your employees will love, sign up for TSheets (http://tsheets.com) or call them at 888-836-2720. If you'd like to reduce time spent chasing client documents, book a time with one of the Hubdoc team (http://booknow.so/Hubdoc) and sign up for a free VIP account for advisors (https://app.hubdoc.com/signup).
Recommended
Recommended
More Related Content
Recently uploaded
Recently uploaded (15)
Featured
Featured (20)
5 Steps You Can Take Right Now to Build Trust with Clients
- 1. 5 Steps You Can Take RIGHT NOW to Build Trust with Your Clients
- 2. Your Presenters Kelly Bistriceanu Accountant Program Director Yoseph West Marketing Leader
- 3. Follow along on Twitter #BuildTrust
- 5. Why this Matters Trust is foundational. Achieving operational efficiency. You’re an advisor. Increasing client retention.
- 6. TIP #1 Seek First to Understand - Make your clients feel heard. - Understanding is the first step in solving client problems. - Learn the team dynamic and their perspective - Great questions to ask: - When did you first realize this was a problem worth solving? - How have you previously tried to solve this problem? - What are your business priorities for 2016? - How does solving this problem align with those priorities? - What does the ideal working relationship look like with your team and an advisor?
- 7. - Entrepreneurs often follow a hard and lonely road - Find something you genuinely appreciate - Increases client motivation to follow your approach - SMB owners often know each other TIP #2 Share Sincere Appreciation
- 8. TIP #3 Invest In Yourself First - 3% Rule and the 3x Rule - It increase your capacity to help your clients. - Set goals for yourself and your business. - Invest in building your confidence.
- 9. TIP #4 Exert Influence Not Authority - Ask questions instead of giving directions - Talk about your own mistakes before criticizing. - Use encouragement. Make the fault seem easy to correct. - Make the other person happy about doing the things you suggest.
- 10. TIP #5 Be Their Wayne Gretzky Help them track industry trends that your expertise gives them insight to but that they wouldn’t have How can they use these to increase the #1 most important thing in their business...PROFIT?
- 11. TIP #5 Continued Danetha’s Story - Help them push beyond their own fears and mental blocks about self worth: • Pricing • Number of clients • Dream life
- 12. “You are a sum of all of your choices” - Lisa Nichols
- 13. TSheets PRO Gifted Account
- 14. Vip Account for You One free Hubdoc account for Accountants & Bookkeepers Simply sign up at HTTPS://APP.HUBDOC.COM/SIGNUP Once you love Hubdoc, begin adding your clients Supercharge your practice! Yoseph West
- 15. TSheets.com | 888.836.2720 @tsheets Hubdoc.com | 1.800.577.2842 @Hubdoc
Editor's Notes
- To put it into perspective, if you make $50,000 per year, then at least $1,500 should be invested in your personal development (conferences, books you buy, online courses you take) Darren Hardy (compound effect) rule of 3x return You can only help others with what you have, so the more you have the more you can help “My Cup Runneth Over” Lisa Nichols *motivating the masses* (It’s important to ask yourself if a client you are looking to take on or are already working with is somehow counterproductive to your goals. But you can’t do this if you don’t have a VERY clear vision of what you want for yourself first and foremost. HONOR your intuition. Trust your gut. If something about your initial meeting w/ a new client tells you they might not be the best fit for you (or vice versa) - pay attention to that. How can you ask others to trust you if you don’t first, trust yourself? Start everyday off by affirming your confidence. Lisa Nichols (THE first female afrimerican ceo of a coaching business to go public) has one daily practice to which she attributes her success - everyday as soon as she wakes up she goes and looks herself in the mirror and say “Lisa I am proud of you, Lisa I forgive you and Lisa I commit to you)
- Ask them what their BHAG is and PUSH them if it’s not big enough Help them push beyond their own fears and mental blocks about their own self worth. It’s also your job to use your expertise as someone who advises multipe businesses not only in thier industry but across several industuries to help them examin parts of their business they might be overlooking, and opportunities they might be even be considering Seth’s story about wall and main and jewler client Affordable Care Act Overtime exemption rules about to change - you know that
- Danetha’s story “Your client is an expert in THEIR business, but you are an expert in their industry” You see how they are spending their money in their business. If you advise them to invest in themselves as a profess
- Help them make good choices, that will help them trust you more