What 5 Character Traits Do Accountants Need?

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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.

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About Bryce Sanders

Bryce Sanders

Bryce Sanders is president of Perceptive Business Solutions Inc. in New Hope, Pennsylvania. He provides high-net-worth client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor, can be found on Amazon.com.


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By top beancounter
Jun 26th 2015 01:11

Must be a very slow news day...

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By Bryce Sanders
Jun 26th 2015 01:11

Dear Top Beancounter:
Thanks for taking time to read my article and send in a comment. Many professionals often find it difficult to communicate a high level of professionalism without obviously seeming to toot their own horn. You've probably seen it before. Done badly, it can be very annoying. People who are pushy are often seen as desperate. in these scenarios, the opposite of desperate is successful. These are five simple ways to get that point across.

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By Ibanessa Hogan
Jun 26th 2015 01:11

Thank you for the useful points. I'll keep them in mind as I run my small practice.

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