Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Giving clients what they want

633 views

Published on

A supporting document for: https://www.slideshare.net/IntuitInc/giving-clients-what-they-want

  • Be the first to comment

Giving clients what they want

  1. 1. Giving Clients What They Want 1© 2017 Remarkable Practice QuickBooks Connect London 2017 Giving Clients What They Want QuickBooks Connect London 6–7March 2017 Paul Shrimpling Founder, Remarkable Practice
  2. 2. Giving Clients What They Want 2 © 2017 Remarkable Practice QuickBooks Connect London 2017 Copyright © 2017 Remarkable Practice Trademarks ©2017 Intuit, Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte, ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit, Inc. in the United States and other countries. Other parties’ marks are the property of their respective owners. Notice to Readers The publications distributed by Intuit, Inc. are intended to assist accounting professionals in their practices by providing current and accurate information. However, no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit, Inc. does not render any accounting, legal or other professional advice, nor does it have any responsibility for updating or revising any information presented herein. Intuit, Inc. cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.
  3. 3. Giving Clients What They Want 3© 2017 Remarkable Practice QuickBooks Connect London 2017 About Your Presenter Paul Shrimpling Founder Remarkable Practice www.remarkablepractice.com paul@remarkablepractice.com https://www.linkedin.com/in/paulshrimpling @shrimpers Paul works exclusively with accountancy firms helping them achieve remarkable results through Remarkable Practice. Helping firms overcome the difficulties of running an accountancy business and making the most of the opportunities they face is his single focus. Paul has an active LinkedIn group dedicated to marketing for accountants — Marketing for UK accountants in Practice — more leads more often. He is also the creator of Marketing Services for Accountants and Business Bitesize.
  4. 4. Giving Clients What They Want 4 © 2017 Remarkable Practice QuickBooks Connect London 2017 1. Your clients decide on the value of working with your firm in their and . The payoff and the payoff you deliver must exceed the price your clients pay. NOTES: 2. Yours and your people’s daily and weekly determine your clients’ perception of value from your firm. NOTES: 3. When your clients see and feel greater value from your firm, you get 4 BIG WINS: 1. 2. 3. 4. NOTES:
  5. 5. Giving Clients What They Want 5© 2017 Remarkable Practice QuickBooks Connect London 2017 4. Your attitude and your people’s attitude to determines the speed you and hence your level of . NOTES: 5. Your best friend is practice at with the close help of a . NOTES:
  6. 6. Giving Clients What They Want 6 © 2017 Remarkable Practice QuickBooks Connect London 2017 Business owners are inspired by a desire to: Your firm can leverage this motivator by helping your clients: 1 Stand out from the crowd Project a unique identity; be seen as special NOTES: 2 Have confidence in the future Perceive the future as better than the past; have a positive mental picture of what’s to come NOTES: 3 Enjoy a sense of well-being Feel that life measures up to expectations and that balance has been achieved; seek a stress-free state without conflicts or threats NOTES: 4 Feel a sense of freedom Act independently, without obligations or restrictions NOTES: 5 Feel a sense of thrill! Experience visceral, overwhelming pleasure and excitement; participate in exciting, fun events NOTES: 6 Feel a sense of belonging Have an affiliation with people they relate to or aspire to be like; feel part of a group NOTES: 7 Protect the environment Sustain the belief that the environment is sacred; take action to improve their surroundings NOTES: 8 Be the person I want to be Fulfill a desire for ongoing self-improvement; live up to their ideal self-image NOTES: 9 Feel secure Believe that what they have today will be there tomorrow; pursue goals and dreams without worry NOTES: 10 Succeed in life Feel that they lead meaningful lives; find worth that goes beyond financial or socioeconomic measures NOTES:
  7. 7. Giving Clients What They Want 7© 2017 Remarkable Practice QuickBooks Connect London 2017 6. Which 4 emotions do you believe have the biggest influence and impact on your business clients? 1. 2. 3. 4. 7. The habit loop has 4 components: What gets gets managed. What gets managed gets . 8. KPI means . The best KPIs are KPIS. NOTES:
  8. 8. Giving Clients What They Want 8 © 2017 Remarkable Practice QuickBooks Connect London 2017 9. The ultimate KPI that predicts your firm’s success is the . NOTES:

×