five lessons my clients taught me

number 5 drawn in sandthey might not know what they need, so listen carefully.

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

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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 was to provide sample letters, emails and marketing materials that were as close to their situation and as complete as possible.

what skill do you have that your clients dislike doing, takes them longer or wants done for them?