TTPP77: How Limiting Your Tax Services Can Increase the Value You Add to Clients with Ben Westerby
The Tax Professionals Podcast
English - June 18, 2023 23:00 - 53 minutes - 36.6 MBCareers Business Education Self-Improvement tax career tax professional tax professional development progress develop promotion cta att skills Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Next Episode: TTPP78: How to Pass the CTA APS Exam with Nitin Rabheru
Show notes: thetaxprofessionalspodcast.com/TTPP77
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You’ll Learn
Overview of Ben’s career and what a portfolio finance director is(17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it’s good to restrict your tax services(20:00) How to get prospects or contacts to know how you can help them so they know to come to you or when to introduce you to a contact, and how to get people to see value in your advice(36:30) How to manage the situation where a client or prospect asks you to do something outside of your specialism or the services you are willing to provide and not damage your relationship with them(44:00) A discussion around referring and how Ben operates in this space – to introduce and be introduced – with it reflecting well on him in both casesResources
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