today’s bissett bullet: “your clients will have needs that you are unable to fulfill. signposting to ‘best in class’ not only serves your client beyond the scope of the firm’s work with them, but also elevates your expertise in the eyes of your clients.”
by martin bissett
the most advanced stage of advisory services is signposting other support that your clients may need. be it recruitment, marketing, investing or something else entirely, if their requirements go beyond the skillset of your firm then you should at least be in a position to advise them on who they should listen to.
making introductions to your network of contacts and the professionals you trust helps your clients to achieve the outcomes you have agreed together and further establishes you as a trusted advisor.
today’s to-do:
go one step further. use your knowledge of your client’s business to foresee other needs. what recommendations are you about to make for which introductions may be useful? have them ready.
see more bissett bullets here