“A business exists to create wealth for its customers.”
A vision for the optimized tax result for your client:
An elevated tax service experience enhanced by paying a minimal amount of tax or lowering their effective tax rate within their defined risk and pain tolerance, via a productive, proactive and consultative relationship with an advisor, delivered at a fair price.
Points to elaborate:
Relationship –Valued relationships must go beyond a transactional foundation. They must enhance the state of wellbeing by being transformational.
Productive - Objectives continuously achieved.
Proactive and Consultative – Proactivity or being “at cause” drives action and anticipates future needs. Being proactive and consultative is transformational, whereas reactive consulting is transactional.
Effective vs. Efficient – Efficient is the science of doing things right. Effective is the art of doing the right things. It’s possible to be efficient at tasks while being ineffective overall.
Fair Price vs. Lowest Price – A fair price is one that reflects the best value and may be higher than that of competitors. The lowest price is purely quantitative and devoid of value considerations.
“Success cannot be pursued. It must ensue.”
The optimized tax result for your firm:
Client experience and lifetime value of relationships increase
Brand is enhanced, increasing client lead generation and conversion results
Rate per hour and revenue per professional increase
Top Line - organic revenue continues to grow despite significant downward pressure on fees for core services
Bottom Line – A bigger bottom line!
