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What are the best practices for building professional relationships with clients?

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As an accountant, you know that building professional relationships with your clients is crucial for your success. Not only does it help you retain and grow your client base, but it also enhances your reputation and credibility in the industry. But how do you establish and maintain trust, rapport, and communication with your clients? Here are some best practices that can help you achieve that goal.

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1 Know your clients

The first step to building professional relationships with your clients is to understand their needs, goals, preferences, and challenges. This means doing your homework before meeting them, asking relevant and open-ended questions, listening actively, and taking notes. By showing genuine interest and curiosity, you can demonstrate your value and expertise, as well as create a positive impression.

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Marie Griffith

Full-Time Engagement Professional with Robert Half
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Understanding your clients needs is the only way to meet those needs. Active listening and asking better questions are ways to help you know their most important needs. Understanding their long-term goals, as well as their short-term goals, can aid in anticipating the essential resources needed to reach the goals. This builds trust within the relationship and creates the foundation needed for a mutually beneficial professional relationship.

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cma Madan Mohan Bhattacharyya

Qualified Member of Chartered Public Finance and Accountants(UK)
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Building professional relationships,starts with your professional expertise. You should be well aware of the objectives and ultimate goals of your organisation. Thereafter you should the details of your most valued clients. Your attitude, tone, behaviour, patience,dress code should be perfectly professional. You should find the most appropriate path, by utilising with your own expertise for attracting your valued clients. You should be a good listener also. You will have to listen the observations of the client and try to mitigate the same in a positive manner and communicate the same to competent authority.

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Hector Sant Ver

LCP
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Conocer a nuestros clientes requiere habilidad en el "arte de preguntar". En muchas ocasiones, los clientes no tienen una visión clara de sus necesidades. Es aquí donde una sesión efectiva de preguntas y respuestas se revela esencial. Este intercambio no solo aclara cómo podemos brindar un mayor valor a nuestros servicios, sino que también fortalece la relación, fomentando una asociación productiva y mutuamente beneficiosa a largo plazo. Recomiendo el libro "A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas" de Warren Berger: Warren Berger explora cómo hacer preguntas puede impulsar la creatividad y la innovación. Aplicando un método de preguntas directas, podrás entender mejor las necesidades reales del cliente.

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Marcel Cortes

Managing Partner l Senior Business Development Manager l Sales Strategy l Credit Risk Management l Client Service l Coaching l Problem Solving l Team Leadership l C-level relationship builder
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Building strong and lasting professional relationship with clients is essential for business success. There are some good practices to foster positive client relationship, - Engage your client - Set clear expectations - Position yourself as a strategic partner - Build trust from the start - Deliver results that exceed expectations - Maintain a positive attitude - Ask for feedback By combining these practices, you’ll create a foundation of trust, collaboration, and mutual success??

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2 Communicate effectively

The second step to building professional relationships with your clients is to communicate effectively and consistently. This means choosing the right channels, frequency, tone, and style for your messages, as well as providing clear and timely feedback, updates, and reports. You should also avoid jargon, acronyms, and technical terms that your clients may not understand, and use simple and concise language instead. By communicating effectively, you can avoid misunderstandings, errors, and conflicts, as well as build trust and confidence.

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3 Deliver on your promises

The third step to building professional relationships with your clients is to deliver on your promises and exceed their expectations. This means meeting deadlines, following guidelines, adhering to standards, and providing quality work. You should also be proactive, flexible, and responsive to your clients' requests, concerns, and feedback, and offer solutions and suggestions that add value. By delivering on your promises, you can establish your credibility, reliability, and professionalism.

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4 Show appreciation

The fourth step to building professional relationships with your clients is to show appreciation and gratitude for their business. This means sending thank-you notes, cards, or emails, acknowledging their achievements and milestones, giving referrals or testimonials, or offering discounts or incentives. You should also celebrate your successes and achievements together, and share positive feedback and recognition. By showing appreciation, you can strengthen your bonds, loyalty, and satisfaction.

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5 Seek feedback

The fifth step to building professional relationships with your clients is to seek feedback and learn from it. This means asking for their opinions, suggestions, and ratings on your performance, service, and results, as well as conducting surveys, reviews, or evaluations. You should also be open to constructive criticism, complaints, and compliments, and use them to improve your skills, processes, and outcomes. By seeking feedback, you can demonstrate your commitment to excellence, growth, and improvement.

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6 Be ethical

The sixth and final step to building professional relationships with your clients is to be ethical and respectful. This means following the rules, regulations, and codes of conduct of your profession, as well as respecting your clients' privacy, confidentiality, and interests. You should also avoid conflicts of interest, dishonesty, fraud, or misconduct, and report any issues or concerns that may arise. By being ethical, you can uphold your integrity, reputation, and trustworthiness.

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Kamal Manik

Numbers Guy with a Heart for People and a Passion for Processes- CPA, MBA, Leadership Trainer, Speaker & Financial Coach
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In my opinion, being ethical would also compass being transparent if there is a need you cannot meet, instead of accepting a client assignment and then trying to figure out. Credibility once lost will be hard to regain.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best practices for building professional relationships with clients?

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1 Know your clients

2 Communicate effectively

3 Deliver on your promises

4 Show appreciation

5 Seek feedback

6 Be ethical

7 Here’s what else to consider

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