{"id":115727,"date":"2023-09-06t12:00:03","date_gmt":"2023-09-06t16:00:03","guid":{"rendered":"\/\/www.g005e.com\/?p=115727"},"modified":"2024-08-27t17:01:17","modified_gmt":"2024-08-27t21:01:17","slug":"bissett-bullet-be-proactive","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/06\/bissett-bullet-be-proactive\/","title":{"rendered":"bissett bullet: be proactive"},"content":{"rendered":"

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today’s bissett bullet: \u201cthe accounting profession, by and large, is reactive. business referrals are too often viewed as \u2018unforecasted\u2019 and not proactively sought, resulting in a feast or famine scenario over which practitioners have no control.\u201d<\/strong><\/span><\/h3>\n

by martin bissett<\/em><\/p>\n

proactively seeking referrals should be a part of your practice dna. rather than leave it to chance, make referrals a prerequisite of working together. initiate regular conversations with clients to establish who they feel would benefit from an introduction.<\/span><\/h4>\n

if you lay out your referral expectations during the client onboarding process and make time for regular conversations during client meetings, this will become a given.<\/p>\n

today\u2019s to-do:<\/strong><\/span><\/h3>\n

for each of the client meetings in your diary, make a note to have this conversation. keep noting it as a reminder until you routinely ask out of habit.<\/em><\/span><\/h4>\n
see more bissett bullets here<\/a><\/h6>\n

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learn more<\/a><\/figcaption><\/figure>\n

grow your firm in daily bite-sized steps on a budget<\/span><\/h2>\n