Advice and your clients
0 likes561 views
Your clients believe the best person to give them advice is you. Take a look at the real value of this opportunity for your accounting firm.
Advice and your clients
- 1. Your clients believe the best person to give them advice is you
- 2. CCH SME survey 2013 of SMEs agree that their accountant is their trusted adviser, not only for 鍖nancial accounts but also for advice on continued success and business growth. 82%
- 3. As an accountant, you are best placed in your clients minds to provide 鍖nancial advice.
- 4. Your clients needs are changing. So how big is the advice pool?
- 5. need advice on retirement 20% Investment Trends, April 2014 SMSF Accountant Presentation
- 6. 28% Investment Trends, April 2014 SMSF Accountant Presentation need advice on pension and estate planning
- 7. 57% of SMSFs have advice gaps Investment Trends, April 2014 SMSF Accountant Presentation
- 8. Being in a position to offer higher value added services will ensure you are a vital part of your clients advisory team.
- 9. Investment Trends, April 2014 SMSF Accountant Presentation of SMSF clients would consider using their accountant for investment advice 48%
- 10. pay for advice Investment Trends, April 2014 SMSF Accountant Presentation of clients would 54%
- 11. Your clients are the backbone of your business.
- 12. 26% of SMSF clients who changed accountants went to another adviser with a broader range of services Adviser A Adviser B Investment Trends, April 2014 SMSF Accountant Presentation
- 13. Will you embrace the change to grow your business or risk losing a quarter of your clients?
- 14. At the end of the day, your clients want advice from you.
- 15. 21780/1015 What is the value of trust if you dont leverage it?