Some Advisers are looking at ways of developing their professional networks especially with Accountants. If that’s you, here is one simple way to achieve that:
Adviser to client “Would you recommend your Accountant to others?”
Client to Adviser “Yes, they’ve really helped me out”
Adviser to client “Excellent because we like to make sure our clients are working with the best Accountants in town, would you be able to introduce us?”
or Client to Adviser “No, I’m not happy with them at all”
Adviser to client “Well we know of three really good Accountants that other clients of ours use, perhaps we can arrange for you to meet them and you can decide which one to use in future?”
Outcomes? You either a) get introduced to a recommended Accountant or b) get the opportunity of introducing a good Accountant to your client. Simple yet effective.
