{"id":104829,"date":"2022-11-17t11:58:44","date_gmt":"2022-11-17t16:58:44","guid":{"rendered":"\/\/www.g005e.com\/?p=104829"},"modified":"2024-08-07t23:10:14","modified_gmt":"2024-08-08t03:10:14","slug":"five-lessons-my-clients-taught-me","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/11\/17\/five-lessons-my-clients-taught-me\/","title":{"rendered":"five lessons my clients taught me"},"content":{"rendered":"
<\/a>they might not know what they need, so listen carefully.<\/strong><\/p>\n by sandi leyva<\/i> 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.<\/p>\n more: <\/b><\/strong>five tests: how open are you to change?<\/a> | 13 reasons to master consumption marketing<\/a> | when to talk about fees<\/a> | take a moment for appreciation<\/a> | five skills that spell success<\/a> | beyond compliance: what more you can provide<\/a> lesson 1: help clients with what they dislike<\/strong><\/p>\n although not all clients dislike writing, i\u2019ve 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.<\/p>\n what skill do you have that your clients dislike doing, takes them longer or wants done for them? both you and i have businesses where we often ask people to make changes. i can\u2019t think of anything more scary to change than financial systems (or anything to do with them). while we\u2019re good with the numbers, our clients are not. that\u2019s why we get hired. clients may never tell you, but they may be insecure about making those changes.<\/p>\n when we can stop worrying about our own insecurities about whether we\u2019re going to get the job, we can get into our client\u2019s shoes and really connect with how to help them.<\/p>\n lesson 3: most clients are on your side<\/strong><\/p>\n i think that some entrepreneurs are a little bit afraid of some of their clients. why else wouldn\u2019t we reach out to them more often? why else would we delay calling them when they don\u2019t pay on time? why else do we run the other way if there is a negative comment or they don\u2019t answer our email?<\/p>\n the truth is most clients want to be validated themselves that they hired the right person \u2013 you. they want you to succeed. they want to be contacted. they want it to work. they are on your side.<\/p>\n where in your business is your behavior incongruent with letting clients be on your side?<\/p>\n lesson 4: honor the silent types<\/strong><\/p>\n many of you are introverted and very reserved. and no matter what personality type you have, you don\u2019t want to be embarrassed. what i learned was, to one person, being embarrassed means one thing, and to another, it means something completely different.<\/p>\n on the webinars, this means i don\u2019t call on you until you give me permission. that will help to keep the shy people \u201csafe\u201d and invisible, while helping the people willing to speak out and share. the shy people actually benefit from the people who speak out, so it all works out in the long run.<\/p>\n who do you have in your client base who needs to be honored as a silent type?<\/p>\n lesson 5: make a list<\/strong><\/p>\n accountants love checklists. when you can put your information into a format that your client naturally loves, then you\u2019ll be ahead of the game.<\/p>\n what format do your clients love?<\/p>\n thanks go to all my clients for all the wonderful things i\u2019ve learned about how to serve you better.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
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\nlesson 2: mindset is huge; it\u2019s also almost always unspoken<\/strong><\/p>\n