Teach Clients How to Overcome Financial Regrets

Sift Media
Share this content

Do you have any financial regrets? The National Foundation for Credit Counseling polled more than 2,200 consumers and found that overspending topped the list of financial regrets, followed by insufficiently preparing for retirement. Take our poll on Facebook and share your biggest financial regrets (it's okay to add "No regrets!" as an answer!). But there's a deeper meaning to this poll for accountants.

Here's an excellent opportunity to poll your clients about their own financial regrets, and use that as a stepping stone for providing services and advice. Whether it's an opportunity to help small businesses manage receivables, help consumers improve their credit rating, talk about loan options (or paying off loans), or any other financial advice, use this polling opportunity to see what keeps your clients up at night and try to find the solution to their problems.


Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.