Don’t be afraid to reset expectations with clients - Baz Gardner, The Social Adviser

Our Client Engagement is never done. How we translate value to our clients is a consistently ongoing process. Accountants & Financial Advisers, in particular, seem to have a universal reluctance to change the deal with an existing client. Even when the status quo is negative for their business and therefore ultimately their clients.

This perception blockage is one of the most common ones we find ourselves working through with Advisers on their way to mastery of their client engagement.

Just be honest, be direct and stop letting your fear determine the limits of your value.

Baz Gardner Founder - The Social Adviser