An essential part of becoming the Most Relevant Advisor to clients is providing proactive services.
Clients want proactivity, and Accountants want to be proactive, so it seems like a win-win scenario. However, most Accountants do not have a process in place to deliver proactive planning to their clients consistently and for long periods. This makes it impossible for them to shape their fluid, intangible service into a solid piece of their value proposition.
Accountants must create a system to build a demonstratable product around “proactivity” to make it not just a word but a REAL service.
Discover from Paul Latham how he can help you embrace a proactive planning process in your firm to deliver advisory services to your best clients.