Business Consultancy Skills Training & Support

Runagood® Blog

If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

How to assess your client's character

The more you know your client’s character the better able you’ll relate to them, and the DISC system is simple and accurate way of doing that. Ideally, you’ll get your Client to complete the 10-minute online questionnaire and out will come a report that spells it out. Clients love doing these because let’s face it our favourite subject is ourselves…Ask if you want the link?  

But if that isn’t feasible there are quick indicators that you can rely on by simply speaking with them. e.g. high in these can be spotted by observing their behaviour: 

  • Dominant = Talkative – pushy – quick  

  • Influential = Charming – friendly – personable  

  • Supportive = Steady – thoughtful – questioning  

  • Compliant = Cautious – process driven – thorough 

And each type can be dealt with differently to get the best from them. 

I’ll deal with these in my next post.  

Practical stuff from AI Business Advisor® see the series here

What's your quick method of assessing who you're dealing with?

See the Runagood® Pathway in action