This Bissett Bullet newsletter was first set up to promote the hardcover release of ‘Never Mind The Bullets’. If you don’t already have it, the paperback version is now available from CPA Trendlines here: https://cpatrendlines.com/shop/mb25nmb-never-mind-the-bullets/
The entry for 17 November reads as follows:
“Auditors record the past. Advisors help to shape the future. Which do you wish to be known as?
There are two types of accountants.
- The technical professionals who are paid to record history for their clients.
- Those who wish to help their clients beyond compliance and provide information which helps to inform decision making.
Which you choose to be is entirely your prerogative. If it’s the latter, you must educate your clients as to what it is you can do for them.
Do This Today!
Draw your line in the sand. Which of these two types of accountant are you? If it is the latter, which of your clients fully understand this? And which do you need to better educate?”
The point of the book is to give you daily wins that require no cost and keep you commercially minded.
The point of an advisor to educate your clients in what you can offer and guide them to have daily wins to keep them commercially minded.
This week’s bullet is:
How many of your clients know what you can do for them beyond the services they already buy from you?
How much more impactful and profitable would you be if they did?
To your success
Martin Bissett
