Reach Out and Touch Somebody

Reach out and touch Somebody's hand. Make this world a better place. Take a little time out of your busy day to give encouragement to someone who's lost the way. Diana Ross.

As Diana Ross sang in her song January is a great time for forward-thinking accountants and financial advisers to start setting their goals and strategies for the year ahead and contact clients. When you plan your business efforts in January, you can have a huge impact on your results and the success of your clients’ financial future.

It also presents the perfect opportunity to connect with your clients to see how you can serve them better. Here are seven reasons why you should contact your clients in January.

Start the Year on the Right Foot: January is the perfect time to get in touch with your clients to start the year with a positive mindset. By reaching out to them, you show that you care about their financial success and wellbeing, and you’re dedicated to working with them to help them reach their goals.

I remember when I started this practice years ago in my corporate roles. I would send out approximately 250 Linkedin messages from the beginning of December to business connections and would usually end with approximately 50 appointments scattered throughout January and early February. Clients are more relaxed and willing to catch up with people who they haven't spoken to in a while.

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Tax Season: By January, your clients are thinking about taxes and gathering their tax information to think about filing their returns. As an accountant or financial adviser, this is a great opportunity to help your clients prepare for tax season. You can offer your expertise in tax planning and preparation, which can help them save money and reduce their tax liability.

The Perfect Time To Offer More Services: January is also the perfect time to upsell your services to your existing clients. This is also a great time to offer other related services such as bookkeeping, payroll, or financial planning. By reaching out to your clients and offering your assistance, you can take advantage of the momentum of the new year to sell additional services.

This is an excellent way to grow your business and increase your revenue. Contact your clients for help in these areas to make the process easier for them, and to help make sure that they are following all legal requirements of their business.

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New Year Resolutions: Many clients may have new resolutions for the year ahead. January is the perfect time for clients to evaluate their financial goals. They may be looking to scale their businesses, plan for retirement or save for a big purchase.

As an accountant or financial adviser, you are in the perfect position to help them set realistic targets and create a plan to achieve those goals because of your efforts in building the relationship and you know their numbers and financial position.

By reaching out to your clients with a personalised message and offering your expertise, you’re creating a valuable relationship that can benefit both parties. Clients will appreciatie your efforts and assistance in helping them set realistic financial objectives or goals that they can achieve in the year ahead.

Show Up as a Business Advisor: Business owners need more than just tax planning and investment strategies. With an uncertain world, businesses may want to change their business models to be more responsive. As an accountant, you can reach out to your clients with advice on business strategy to help them make important business decisions. By doing so, you’re positioning your firm as a business advisor too, and are more likely to build a relationship that can benefit your business in the long run.

Market Reviews: Your clients will appreciate a review of the market and how it may affect their finances. Provide them with valuable information on changes in the market that may affect their business, investments, stocks, and retirement accounts. This will help them to make informed and wise financial decisions based on updated information.

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Relationship Building: January is the perfect time to rekindle your relationship with clients. As the new year starts, reach out to old clients that you haven’t talked to in a while. Building stronger relationships with clients doesn't always come from selling services. Actively listening to their concerns or asking about any critical issues they can’t resolve on their own can help you earn trust.

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Clients want to know that their accountants and financial advisers care about them and their businesses. By reaching out to your clients in January, and showing an interest in their personal and professional goals, you're demonstrating that you care about them beyond just the numbers on a balance sheet. This type of personal connection can go a long way in building trust and loyalty.

January presents the perfect opportunity for financial advisers and accountants to reconnect with their clients and start the year off on the right foot. By reaching out to clients in the beginning months of the year, you can show that you are dedicated to their financial success and wellbeing.

You can offer resolutions for the year ahead, or provide them with valuable information about their finances, taxes, and investments. As a result, you’ll be able to build stronger relationships with your clients and ultimately help them to achieve better outcomes.

If you finding this newsletter helpful I would appreciate you sharing it with someone who you think may enjoy reading it.

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When you're ready if you need any help in sales and business development book a chat using this link

https://calendly.com/jeanettebizconnections/15-minute-discovery-meeting