Your clients rely on you for advice - after all, that is what your "trusted advisor status" means. Unfortunately, as we get busy we often forget the importance of a continuous exchange of relevant information. To have a real impact, why not set up a reminder in your Outlook calendar to schedule a meeting for every "A" and "B" client about every 12-13 weeks for the sole purpose of putting together a forecast for the coming quarter. This will ensure you will regularly have a meaningful discussion with your clients focusing on the reality of their financial situation You will add real value by providing the hard facts they need to make educated decisions going forward. Cash flow, sales projections, receivables, payables or inventory are just some of the indicators you can help with on a regular basis. This is a great time of year to launch such a process.
Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, will lead a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.