ou can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results<Do they think you add value? Do they say you care enough about their business? Do they see you as part of their team? If the answer is maybe, or you don’t know the answer, it’s time to make some changes.

Last June the Association of Accounting Marketing held a panel discussion with CEOs to see just what they liked and didn’t like about their CPA firm. The results aren’t surprising but they do serve as a very big reminder that building close relationships with clients is the key to success.

Here are a few of their comments. (to read more visit Golden Practices, penned by professional services marketing guru, Michele Golden):

Be Proactive-Tell me before it’s too late
Make my life easier- Share resources that improve my entire business
Tell us all you can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results<
Virtual Product Placement
Recently some televised sports events have begun using a system that makes billboards in stadiums appear to have ads they don't really have. The process is something like a digital version of chrome key, but it's much more powerful. In the next few years this technology will become
hanges.

Last June the Association of Accounting Marketing held a panel discussion with CEOs to see just what they liked and didn’t like about their CPA firm. The results aren’t surprising but they do serve as a very big reminder that building close relationships with clients is the key to success.

Here are a few of their comments. (to read more visit Golden Practices, penned by professional services marketing guru, Michele Golden):

Be Proactive-Tell me before it’s too late
Make my life easier- Share resources that improve my entire business
Tell us all you can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results<
What Does Your Business Card Say?
A good business card means a well structured marketing plan, not only it has to pass the trash test but it also has to say a lot of things about the person and the company it represents.When you choose a business card you must have in mind the fact that it must say something
they do serve as a very big reminder that building close relationships with clients is the key to success.

Here are a few of their comments. (to read more visit Golden Practices, penned by professional services marketing guru, Michele Golden):

Be Proactive-Tell me before it’s too late
Make my life easier- Share resources that improve my entire business
Tell us all you can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results<
Abusive Boss: How Should You Deal With An Abusive Supervisor?
Working with a verbally abusive boss is something that people often have to deal with.I'm speaking specifically about a verbally abusive boss and not one who is physically abusive. If I had to deal with a physically abusive boss, I wouldn't be working there anymore and I'd b
fessional services marketing guru, Michele Golden):
Be Proactive-Tell me before it’s too late
Make my life easier- Share resources that improve my entire business
Tell us all you can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results<
Making The Most Of Your Sales Flyers
Many people know the value of newspaper inserts, dircet mail, and sales flyers, but drop the ball when it comes to making people react to them. Obviuosly, it is always a better looking flyer when professional designers and copywriters are used. But, even they sometimes miss the boa
ou can do- Be a ‘full service’ team player
Stay in touch personally-Know me and what’s important to me
Be collaborative- Treat my concerns in a holistic way that brings me the best results

Reading this list it’s easy to see that clients crave deep, trusting relationships with their financial advisers. They want a helpmate who is attune to their interest, needs and goals and will keep them out of harms way.

How can you become a valued helpmate? Ask. Ask lots of questions, both about what life is like for them and about how they experience you as their adviser. Asking the following open-ended questions will demonstrate your commitment to quality service and assist you to create a unique bond with your client:

What’s happening now that’s keeping you up at night?
What’s got you so excited you can’t wait to get to the office? How’s business?
What’s preventing you from taking your company to the next level?

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