By Martin Bissett
Passport to Partnership
An advisor is trusted when they can show that they
- took responsibility for their end of the bargain in the client engagement,
- educated the client of their responsibilities,
- offered prompting and assistance throughout but then allowed the client to ultimately govern themselves in terms of following through on their commitments.
MORE ON THE PASSPORT TO PARTNERSHIP: Communication Can’t Be Overrated | The 4 Winning Communications Habits of Top Accountants | How to Read Your Firm’s Cultural Blueprint | Gauge Firm Culture to Move Toward Partner | What Culture Really Means for Partners | 12 Ways to Determine Your Competence | Passport to Partnership: New Research Shows Wide Gap between Partners and Partners-To-Be
This then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.