Remember the Boy Scout Law? A scout is trustworthy, loyal, helpful, friendly, etc. It was a shopping list of virtues. Girl Scouts follow a similar list of desirable characteristics. Today, as a financial professional, you also belong to a "club." Indeed, your clients and potential clients have certain traits they want to see in their accountants. Below is a list, which shows how characteristics work and fit into your daily life.
1. Client Focused. Everyone wants to be an important client. Your friends don't realize the size of your clientele, but they know they don't want to just be a number or file. When I was a financial advisor my wife got this message across well.
Scenario: Standing at the restaurant bar waiting for our table. Everyone is there but Bryce. He's late.