five things clients have taught me

they’ll tell you what they want if you just listen.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i feel extremely fortunate to have such a wonderful set of clients that i have learned much from the last few years.

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here is a list of lessons learned that i hope will inspire you to work with your clients in new ways.

lesson 1: help clients with what they dislike

although not all clients dislike writing, i’ve found that the majority of professionals in financial fields appreciate getting help with their writing. what took me a while to learn was the degree to which many wanted help, and what worked the best is to provide sample letters, emails, and marketing materials that was as close to their situation and as complete as possible.