“The challenge for many accountants is not to be seen as transactional accountants, but as business partners who add value and understand their client’s vision and priorities.”
“Customer research undertaken by CPA Australia highlights that there is real opportunity for accountants to grow their firms by enhancing existing relationships with their clients. ”
Client relevance in property investment advice is all about a plan. If you don’t have a plan, it difficult to achieve the results you desire. The simple answer is that it gives you a sound and robust framework for business decision making. Without this how do you make sound decision? Many become emotional and make poor decisions that limit their success.
This is the key to separate the property promoters and the professional property investment advisor. If you want to be relevant to your clients become their strategist in property and help them achieve their results. Assisting someone to create real wealth with a passive income for life will outshine many other professional relationships. Ethical property investment advice is open to all advice professionals to grow their businesses.