Comments on: How to avoid giving free advice to prospects http://www.bookmarklee.co.uk/2010/03/09/how-to-avoid-giving-free-advice-to-prospects/ Helping accountants, those who work with accountants and those who use accountants Sun, 05 Feb 2012 08:12:19 +0000 hourly 1 http://wordpress.org/?v=3.1.3 By: Paul Simister http://www.bookmarklee.co.uk/2010/03/09/how-to-avoid-giving-free-advice-to-prospects/comment-page-1/#comment-556 Paul Simister Mon, 15 Mar 2010 11:45:27 +0000 http://www.bookmarklee.co.uk/?p=1362#comment-556 Interesting point of view Mark and I thought I was going to disagree with you. I guess there is a big difference between general advice and tips and specific advice that leads to action. It's important you don't appear difficult and unhelpful as that will create a very bad impression. Since one of the important factors in a client deciding to engage one accountant over another is the ability to communicate in a way the client can understand, I think accountants should be prepared to discuss general topics and options I completely agree with you about qualifying hard and the objectives of the initial meeting. Interesting point of view Mark and I thought I was going to disagree with you.

I guess there is a big difference between general advice and tips and specific advice that leads to action.

It’s important you don’t appear difficult and unhelpful as that will create a very bad impression.

Since one of the important factors in a client deciding to engage one accountant over another is the ability to communicate in a way the client can understand, I think accountants should be prepared to discuss general topics and options

I completely agree with you about qualifying hard and the objectives of the initial meeting.

]]> By: Aziz Sattar http://www.bookmarklee.co.uk/2010/03/09/how-to-avoid-giving-free-advice-to-prospects/comment-page-1/#comment-555 Aziz Sattar Mon, 15 Mar 2010 11:33:05 +0000 http://www.bookmarklee.co.uk/?p=1362#comment-555 Great blog post Mark. I like using MLR as way out to provide free advice. My only concern some good clients may slip the net. This area is so difficult. Great blog post Mark. I like using MLR as way out to provide free advice. My only concern some good clients may slip the net.

This area is so difficult.

]]> By: Krupo http://www.bookmarklee.co.uk/2010/03/09/how-to-avoid-giving-free-advice-to-prospects/comment-page-1/#comment-546 Krupo Thu, 11 Mar 2010 00:02:53 +0000 http://www.bookmarklee.co.uk/?p=1362#comment-546 Good advice - big firms have rather strict client acceptance procedures - I can see that easily being overlooked in smaller shops. Good advice – big firms have rather strict client acceptance procedures – I can see that easily being overlooked in smaller shops.

]]>