Ask you clients the right questions

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Running Time: 6:48

Date: 01/08/2024

If you want to provide the best service to your clients, you have to understand their underlying issues and concerns.

Sounds like common sense, but Mark Holton of Smithink says it's incredible how so many accountants neglect regular conversations with their clients. Mark uses a matrix with open-ended questions to elicit detailed information and ultimately build trust.

Mark Holton, Smithink